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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
     
    "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. Emerging economies appear positioned to be major contributors to global growth in the coming years.

Economic Expansions and Recessions
Emerging markets provide diversification benefits
 
  • Exposure to emerging market equities, bonds and currencies provide opportunities to increase diversification by expanding across borders and asset classes.
  • Global economic and financial concerns have resulted in attractive emerging market equity valuations, especially relative to their potential for growth.
  • Historically low interest rates across the developed world have made traditional sources of yield less attractive. Emerging market debt may provide an attractive alternative due to both stronger underlying economic fundamentals and higher yields.
Discussion Slides
Global Economic Growth
The Impact of Global Consumers
Global Equity Valuations - Emerging Markets

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