Investing Insights



As the COVID-19 outbreak intensifies and market volatility increases, get our latest insights.

Read More

Featured White Papers

Our Journey to a Sustainable Future

As investors and advisors who focus on our clients' long-term success, sustainability is central to how we assess the risks and opportunities facing our clients. Read More (PDF)

Pockets of Opportunity in Emerging Markets

September 29, 2016 | News

author image

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

(Please note that you are leaving a William Blair site.)