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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
     
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Emerging markets

Economic growth in emerging markets has been almost double that of developed markets over the past decade. But in recent years, a steep decline in commodity prices and volatile currencies have left some emerging economies under pressure. While the long-run picture has promising potential, investors should look to actively differentiate within the asset class to capture opportunities and avoid pitfalls.

Economic Expansions and Recessions
The long-run secular case for emerging markets continues to have potential
 
  • In the long run, growing populations, consumption and productivity gains could continue to support long-term growth. The challenge will be for various EM countries to successfully rebalance their economies in order to support and increase their potential growth rates.
Discussion Slides
Emerging market equities
Emerging markets: Economic snapshot
Emerging markets in transition

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