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Emerging Markets Investing Exploring the long-term growth and income potential of EM equities and debt
The Game Theory of Trade Tensions (Podcast)
Global trade is experiencing a potentially major shift – the status quo, free trade environment is evolving, and investors need to understand the short and long term implications. Kishore Karunakaran, Global Head of Active Quantitative Equity Portfolio Strategy, discusses how various trade regimes are locked in a very high stakes and complicated game, and what it means for investors.
The Changing Face of Emerging Markets Investing
Emerging markets continue to offer opportunity for investors to add value to their equity portfolios.
Emerging Markets Beyond China
EM growth should, on average, outpace developed market growth. However, to be successful in EM investing, one must look beyond
China. EM economies are diverse, and this offers several opportunities for
investors looking to diversify.
Why Emerging Market Index Changes Matter
Marquee emerging market indices are broadening, giving investors access to several markets that were previously hard to access.
Why We’re Going Positive on Semiconductor Manufacturers in Emerging Markets
Semiconductor manufacturers continue to be undervalued, even as earnings fundamentals improved in the third quarter.
Key Trends in Emerging Market Equities
Emerging market (EM) investing has evolved from its roots in developing economies to include a new breed of world-class global competitors.
Why Indexed Approaches May Not Be Enough for Equity Investors to Benefit from the Emerging Markets Growth Story
Earnings growth in emerging markets has been disappointing in recent years, and we believe there’s reason for continued concern until trade and other structural issues are addressed.
All EM Active Managers Aren’t Created Equal
Emerging markets (EM) equities continue to be a source of alpha for investors. Since early 2005, emerging economies have been a key driver of Gross Domestic Product (GDP) growth globally.
Strategies in Focus
Emerging Markets Enhanced
The Emerging Markets Enhanced strategy seeks to add a small amount of alpha over its benchmark index consistently over time, with tight active-risk control.
Emerging Markets Enhanced SRI
Through a multi-level screening process, EM Enhanced SRI excludes companies that fail to meet key environmental, social and governance criteria from the investment universe, to serve the increasing number of investors who prefer not to hold them.
Case For EM Select
The Emerging Markets Equity Select strategy managed by State Street’s Fundamental Growth and Core Equity team seeks to outperform the MSCI EM Index over the long term by taking a high-conviction active fundamental approach.