Les Carter, CIMA®’s Post

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Partner & Advisor at Gresham Partners, LLC

Given the recent talk about how cheap emerging market equities are compared to US equities, I am sharing two insights that stuck with me from our investment team's article from Q4 of last year: (1) Emerging market equities have outperformed/kept pace with U.S. and global developed markets indices since the inception of the MSCI Emerging Markets index in 1999 (2) Emerging markets aren’t uniform; they vary in market structures, economic drivers and development stages, and should be analyzed separately https://lnkd.in/gEK8z5XG #markets #emergingmarkets #equities #valuation

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