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

MFEM: Emerging Market Investors Can Do Better

I evaluate the PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF, comparing it to my current Wasatch mutual funds and the Vanguard FTSE Emerging Markets ETF. The PIMCO ETF uses a factor-based index focusing on value, low volatility, quality, momentum, and size, skewing its portfolio toward value stocks. The MFEM ETF's quarterly distributions range from $0.10 to $0.25, with a recent yield of 3.8%.

Seeking Alpha • Feb 21, 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

5 Emerging Market ETFs Surging to Start 2021

Emerging market stocks continued their year-end rally to start 2021 buoyed by a wider rollout of COVID-19 vaccines as well as Joe Biden's victory in the U.S. presidential election.

Zacks Investment Research • Jan 14, 2021

Navigating Emerging Markets During Uncertain Times: This Too Shall Pass

Price swings have been dramatic. For example, we've seen 8 +/- 4% absolute moves in the MSCI Emerging Markets Index in the last two weeks of March.

Seeking Alpha • Apr 3, 2020

The Coronavirus And Emerging Markets: What I Did And Why

The Coronavirus And Emerging Markets: What I Did And Why

Seeking Alpha • Mar 1, 2020