Emerging Markets: The Next Phase In Market-Broadening

At the same time developed markets have been generating policy and macro noise, emerging markets have been quietly outperforming. The inextricable relationship between the direction of U.S. monetary policy and emerging market risk assets remains powerful, but this time the rally is not just about the Fed.

Seeking Alpha • Jan 19, 2026

The Big Squeeze: EM Mega Caps Up, Breadth Down

Emerging markets equity returns have been driven by extreme mega-cap concentration, with index breadth collapsing to historic lows and masking weakness across much of the opportunity set. This concentration has distorted relative results for active managers, particularly those constrained by diversification rules or broad benchmarks, as small-cap underperformance and index construction limit flexibility.

Seeking Alpha • Dec 17, 2025

Emerging Markets Growth Remains Solid Amid Intensifying Inflationary Pressures

Emerging markets continued to expand at a solid pace midway into the first quarter of 2024, supported by broad-based expansion across both manufacturing and service sectors.

Seeking Alpha • Mar 14, 2024

Emerging Markets Funds See Top 10 Weekly Outflow On Record

Emerging Markets Funds are made up of funds that seek long-term capital appreciation. Nigeria and Emerging Markets Europe have been the two areas that have seen the highest year-to-date and May returns. With the U.S. looking to pause rate hikes, we may see inflows coming back to domestic funds.

Seeking Alpha • Jun 14, 2023

Franklin Templeton's Mann on 2023, Smart Beta, Income

Investors have a ton on their plate this year, from inflation to rising rates to the prospect of a recession in the second half of the year.

ETF Trends • Feb 9, 2023

Emerging Markets ETF DIEM Offers Dividend Tilt

Emerging markets are all the rage right now, and by at least one metric it's easy to see why – the diversified emerging markets ETF category on YCharts returned 5.7% YTD compared to -15.9% over one year, adding $26.12 billion in YTD flows.

ETF Trends • Jan 12, 2023