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

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    Guide to the Markets
     
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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
Emerging markets are poised for continued growth
 
  • As the global economy and capital markets become increasingly integrated, emerging markets should play a larger role as a driver of growth.
  • The resiliency of consumers can provide a cushion for their local economies against global downturns, primarily due to the scale of their spending.
  • Fiscal and monetary positions, combined with stronger and healthier sovereign balance sheets, should be supportive of future economic growth.
Discussion Slides
Global Economic Growth
The Impact of Global Consumers
Global Equity Valuations - Emerging Markets

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