EEM: Few Investors Will Benefit From This Unknown Cycle That Has Occurred Since 2003

I reiterate a buy rating on iShares MSCI Emerging Markets ETF for 2026, following a strong 28% return in 2025. EEM offers compelling momentum, trading at a historical discount to developed markets, and benefits from potential ongoing Fed rate cuts. Valuation remains attractive with EEM at 14x earnings versus its 5-year average of 18x, offering significant upside potential.

Seeking Alpha • Dec 13, 2025

Emerging Markets Outlook: Tides Are Turning

Emerging market equities are experiencing a robust recovery, delivering over 30% returns through mid-November after a decade of underperformance. Attractive valuations, supportive macroeconomic conditions, and improving investor sentiment create a virtuous cycle for EM equities, with further upside anticipated.

Seeking Alpha • Dec 8, 2025

Here's Why You Should Build a Global Portfolio With ETFs

Despite slowing growth, global equities are showing renewed strength. Discover how a globally diversified ETF portfolio can help investors build more balanced, opportunity-ready portfolios.

Zacks Investment Research • Dec 5, 2025

'Green light' away from AI trade: Two ETF executives see a key market shift underway

A key rotation away from artificial intelligence stocks may be underway in the market. According to Astoria Portfolio Advisors' John Davi, a broader range of stocks are getting a “green light” because liquidity is returning to the system.

CNBC • Nov 27, 2025

Should You Look Abroad? Global Equity ETFs to Consider

Stretched U.S. valuations and AI bubble fears have investors looking abroad and are driving interest in international equity and emerging market ETFs.

Zacks Investment Research • Nov 17, 2025

Final Trades: Phillips 66, Aptiv, Parker Hannifin and the EEM

The Investment Committee give you their top stocks to watch for the second half.

CNBC Television • Nov 11, 2025

Emerging markets are an AI play at a huge discount, says HSBC's Alastair Pinder

Alastair Pinder, HSBC Head of EM/Global Equity Strategist, joins 'Closing Bell Overtime'  to talk the growth in emerging markets.

CNBC Television • Nov 6, 2025

ETF Areas to Buy on Fed Cuts and Trade Truce Optimism

Fed turns dovish and trade tensions ease. Amid this scenario, tech & growth ETFs could soar along with some other areas.

Zacks Investment Research • Oct 30, 2025

Vietnam ETFs: An Emerging Opportunity

Last week FTSE made its annual review of country classification within its global equity indices (see the announcement here). One of the most interesting changes was Vietnam's upgrade from frontier to emerging market.

ETF Trends • Oct 16, 2025

The Cost-Effective IEMG Beats The Legacy Fund EEM On All Grounds

iShares Core MSCI Emerging Markets ETF is rated a buy, while iShares MSCI Emerging Markets ETF is rated hold. IEMG offers broader diversification, a lower expense ratio (0.09% vs. 0.72%), and better risk-adjusted returns compared to EEM. Despite similar sector and geographic allocations, IEMG includes more holdings and small caps, resulting in higher income and lower volatility than EEM.

Seeking Alpha • Oct 9, 2025