Large asset managers are rolling out a wave of actively managed emerging-market ETFs, pitching them as alternatives to benchmarks increasingly dominated by AI stocks.
Stocks and currencies have seen steep losses, with the MSCI equity index posting its biggest weekly drop in six years, and bond yields have jumped.
Lazard Asset Management is betting the newfound appetite for emerging-market assets is only just starting, launching its first-ever exchange-traded fund focused on the region as investors look for ways to ride a rebound in international markets.
Investors are scrambling to decide if Donald Trump’s impending return to the White House will sustain or derail the rally in emerging-market bonds witnessed under Joe Biden.
As investors scour the globe for under-valued stocks, one increasingly popular destination is actively managed exchange-traded funds that focus on emerging markets.
In the wreckage of China’s stock market meltdown, some traders are making long-shot bets that officials in Beijing can stoke a recovery.
One of last year’s best wagers in emerging-market debt is getting a fresh boost from bets the Federal Reserve will finally begin cutting interest rates.
India is once again leading flows into US exchange-traded funds tracking emerging markets, boosting one of the most popular trades in 2023 as declining US yields and a weakening dollar turn investors toward assets in the developing world.
Across Wall Street, analysts and investors had cheered 2023 as the year of emerging markets, only to be burned by a relentless climb in US Treasury yields. Now, as the Federal Reserve looks set to end its most aggressive monetary tightening campaign in a generation, they’re at it again.
The third quarter was a story of dashed hopes in emerging markets, with the unraveling of some of the most profitable trades in the asset class.
Traders in the $325 billion industry for emerging-market exchange-traded funds are shifting cash toward strategies that focus on brighter spots in the developing world as China’s economy stumbles.
The three-day selloff in the US dollar on the back of a global stock rally and just the possibility -- yet to materialize -- of an end to China’s Covid-zero policy, has caught market players’ attention.
