The Changing Landscape in EM Equity

September 30, 2020 | David Hernandez, CFA, Associate Director

Over the last ten years, the landscape for emerging market equities (EM) has changed. In the first decade of the century, BRIC investing was popular with an emphasis on materials and energy. Since then, the benchmark exposure to Brazil and Russia has halved, sector exposures have changed, and many new companies have entered the index. The number of stocks in the benchmark has nearly doubled, moving from 754 in 2010 to 1,385 in 2020.

This newsletter will review some of the most significant changes to the EM investing arena and what that means for client portfolios.

Read > The Changing Landscape in EM Equity

 

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

David Hernandez, CFA
Associate Director

Get to Know David

Related Content

10.13.2023

3Q 2023 Market Insights Video

This video is a recording of a live webinar held on October 26 by Marquette’s research team, featuring in-depth analysis…

10.26.2023

Portfolio Trick or Treat

Coming into 2023, investors were cautiously optimistic about 2023 market returns; cautious considering the broad losses across asset classes during…

10.12.2023

U.S. Equities: Surprising Strength Gives Way to Macro Risks

Equity market strength through the third quarter continues to challenge the common expectation going into the year. Cumulatively through September…

This chart description is for illustrative purposes only and its accuracy cannot be guaranteed. Please see full disclosures at end of PDF document in the web post. General description: Column chart reports recent survey results from the Summary of Economic Projections by the Federal Open Market Committee. Chart subtitle: The most recent Summary of Economic Projections from the Federal Reserve suggests a moderation of both inflation and the federal funds rate over the coming years. Chart source: Federal Reserve Summary of Economic Projections as of September 20, 2023. Chart visual description: Y-axis is labeled “Median Submission of FOMC Participants” and ranges from 0% to 6%. X-axis is labeled with four categories for various data FOMC Participants project for 2023, 2024, 2025, 2026, and Long-Run, with more recent years in dark shade up to a light shade for 2026. Long-Run column is gray across all categories. Federal Funds Rate is plotted in blue, Change in Real GDP in purple, Unemployment Rate in orange, and PCE Inflation in green. Chart data description: As follows, data respectively for 2023, 2024, 2025, 2026, and Long-Run. Fed Funds Rate: 5.6%, 5.1%, 3.9%, 2.9%, 2.5%. Change in Real GDP: 2.1%, 1.5%, 1.8%, 1.8%, 1.8%. Unemployment Rate: 3.8%, 4.1%, 4.1%, 4.0%, 4.0%. PCE Inflation: 3.3%, 2.5%, 2.2%, 2.0%, 2.0%. End chart description. See disclosures at end of document.

09.28.2023

Survey Says…

During its September meeting, the Federal Open Market Committee (FOMC) opted to keep its policy rate unchanged — within a…

09.27.2023

The Implications of a Government Shutdown

The federal government will shut down if Congress is unable to pass funding legislation by October 1, and a bill…

09.22.2023

2023 Investment Symposium

Watch the flash talks from Marquette’s 2023 Investment Symposium livestream on September 15 in the player below — use the upper-right…

More articles

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >