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The Case for Macro

Our Dynamic Allocation Strategies team explains why global macro investing offers many potential benefits when included in an investment portfolio. Read More (PDF)

Emerging Markets Outlook for 2017

The past 12 months have been fairly turbulent in emerging markets, but a number of factors support emerging market performance.  Read More (PDF)

Pockets of Opportunity in Emerging Markets

September 29, 2016 | News


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Romina Graiver, global equity specialist at William Blair, told Morningstar why she believes emerging markets are an attractive asset class.

The growth differential between emerging and developed market economies is narrowing. This is a reversal from the past couple of years, when emerging markets were lagging, and Graiver said it is due to the strengthening dollar and solid fundamentals, including corporate performance.

The contraction in the growth differential, said Graiver, is a leading indicator for the relative performance of emerging market equities relative to developed market equities.

This may present an opportunity for investors. “I wouldn’t recommend using it as a sole exposure … but it has this element of un-correlation … it’s about diversifying for a broad portfolio, the sources of growth,” Graiver told Morningstar.

Read Romina Graiver's Comments to Morningstar

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