Use the Guide
Browse the Guide
Portfolio Discussions
Dr. Kelly's Review
Use the Guide
Guide to Retirement
Discussions
Client Presentation
Headlines
Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
Headlines
Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
Featured Topics
Fixed Income
Income Opportunities
U.S. Equities
Global Growth
Looking for other topics? Visit the Library
Choose a Shortcut
Home Insights Guide to the Markets Portfolio Discussions

Portfolio Discussions

Use select charts from the Guide to the Markets to engage in portfolio discussions.

  • Download the Guide
     
    Guide to the Markets
     
    Guide to the Markets - Monthly Update
     
    "On the Bench Appendix"
     
 
Download Problems? Click here

Emerging markets

Economic growth in emerging markets has been almost double that of developed markets over the past decade. Emerging economies appear positioned to be major contributors to global growth in the coming years.

Economic Expansions and Recessions
Demographics and urbanization signal continued expansion
 
  • Growing populations and productivity gains in emerging markets should continue to drive and support economic growth.
  • Migration patterns from rural to urban areas should drive a continued need for highways, housing, utilities, public transportation, water treatment and energy.
  • As a population becomes more urbanized, wages and living standards tend to rise, increasing the consumption of both basic materials and luxury goods.
Discussion Slides
Demographics and Development
Global Equity Valuations: Emerging Markets

Download Discussion