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

JEMA: JPMorgan's Active Take On Emerging Market Equities Does Not Shine

JEMA's total return profile closely mirrors that of EEM, offering little differentiation for investors. Despite its unique construction, JEMA does not demonstrate a compelling performance advantage over established EM ETFs. The article highlights that JEMA's risk/return characteristics align with broader emerging market benchmarks.

Seeking Alpha • Jan 15, 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

All-Seasons Investing: The Case for a Diversified Asset Allocation

By: Nolan Mauk In the post-pandemic era marked by economic uncertainty, volatility, geopolitical tension, and deglobalization, one thing has been made clear: no market, sector, or asset class is immune to the effects of rapidly changing market cycles.

ETF Trends • Apr 5, 2024

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

VettaFi Voices On: Investing in Emerging Markets

Emerging markets can come with a lot of growth potential. However, they also usually have more volatility than you might get with developed markets.

ETF Trends • Jun 9, 2023

Investors Should Consider the Opportunity in China ETFs

As investors look for opportunities in a volatile market environment, some may turn to Chinese equities and country-specific exchange traded funds. JPMorgan Asset Management's Gabriela Santos argued that portfolio managers will be hard-pressed to outperform in increasingly volatile markets and expressed belief that investing in China could give them an edge, Bloomberg reports.

ETF Trends • Feb 16, 2022