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Portfolio Discussions

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

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    Guide to the Markets
     
    Guide to the Markets - Monthly Update
     
    "On the Bench Appendix"
     
 
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Emerging markets

Economic growth in emerging markets has been almost double that of developed markets over the past decade. Despite their sometimes volatile performance, emerging economies are positioned to be major contributors to global growth in the coming years.

Economic Expansions and Recessions
Favorable demographics and substantial investment spending signal further growth potential
 
  • Growing populations, consumption and productivity gains in emerging markets should continue to support economic growth.
  • Exports are an important source of growth for some emerging markets, and a stronger U.S. dollar could help drive their export growth going forward.
  • The combination of a younger workforce and higher rates of investment as a percentage of GDP in some emerging markets should provide a structural tailwind over the coming years.
Discussion Slides
Global Economic Growth
Demographics and Development
Global Equity Valuations: Emerging Markets

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