Emerging from the shadows — the case for emerging markets

A closer look at catalysts

By Steve Cao, Senior Portfolio Manager

After an extended period of weakness, emerging market equities have rebounded nicely year-to-date — outperforming developed market stocks by a sizeable margin, as measured by the MSCI Emerging Markets Index and MSCI EAFE Index. In my view, this strong performance has been driven by better macroeconomic conditions, strong earnings growth and discounted valuations relative to developed market equities.

Let’s take a closer look at these emerging market catalysts...

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