Scott Pederson’s Post

Chart from Charlie Bilello showing that ratio of emerging markets to the S&P 500 hit its lowest level since November of 2001 based on total returns. Back then, the emerging markets outperformed the S&P 500 from 1999 through 2010. #sp500 #emergingmarkets #totalreturns

#MegaForces are creating granular opportunities within emerging markets. Discover them in our weekly commentary 👉 https://1blk.co/4bAwIky

Get the lowdown on #investing in emerging markets, with insights into risks and benefits. Check out the standout performers in 2023 and dive into the world of Emerging Markets ETFs. Learn more: https://lnkd.in/gRTfXqNq

Given the high frequency of negative calendar year returns for emerging markets equity – 15 out of the last 30 – how an active manager performs in down years is paramount. The downside capture ratio metric captures this aspect of active management. The analysis for this research brief covers the last 15 calendar years.

What does the recent volatility mean for emerging markets investors? Pendal’s Global Emerging Markets Opportunities team shares an update and reveals where the opportunities are - read more: https://lnkd.in/gCEBfvB7 #equities #marketvolatility #marketupdate #emergingmarkets

#MegaForces are creating granular opportunities within emerging markets. Discover them in our weekly commentary 👉 https://1blk.co/3IkYggB #marketingmaterial Capital at risk

#MegaForces are creating granular opportunities within emerging markets. Discover them in our weekly commentary 👉 https://1blk.co/3wpPDyd #marketingmaterial Capital at risk

#MegaForces are creating granular opportunities within emerging markets. Discover them in our weekly commentary 👉 https://1blk.co/42Cd9nT #marketingmaterial Capital at risk

#The emerging markets funds that keep delivering the most bang for your buck #emerging-markets-funds-that-keep-delivering-the-most-bang-for-your-buck

🌍 | Emerging Markets Magnetise Capital: July Inflows Soar Amid US Rate Cut Buzz With July's non-resident portfolio inflows doubling from June and hitting $36.5bn, this is a key moment for investors eyeing emerging markets. The spotlight is on Asia, leading the way with a net $21bn inflow. Could this trend signal a new era of opportunity for emerging markets, especially with potential US rate cuts on the horison? For more insights contact us today ! - Analysis done by ETM Analytics #EmergingMarkets #InvestmentTrends #GlobalEconomy #PortfolioFlows #MarketOutlook #CapitalInflows #USRateCut #MonetaryPolicy #AsiaMarkets #InvestorInsights