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

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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 stronger U.S. dollar and a steep decline in commodity prices have left some emerging economies under pressure. While the long-run picture remains promising, investors should look to actively differentiate within the asset class going forward.

Economic Expansions and Recessions
The long-run secular case for emerging markets is intact
 
  • In the long run, growing populations, consumption and productivity gains should continue to support future growth.
  • Exports are an important source of growth for some emerging markets, and a stronger U.S. dollar could drive U.S. based demand for such goods.
  • Finally, 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 in the years ahead.
Discussion Slides
Emerging Market Equities
Emerging Market Currencies
Demographics and Development

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