FEM News and Press, First Trust Emerging Markets AlphaDEX Fund From 09/09/20

By Sergey Davalchenko Equity investors in emerging markets ((EM)) typically focus on large-cap companies. But allocating to smaller companies can help broaden an EM allocation by providing a different mix of exposures to opportunities across countries and sectors - and can bring potential ...

By Laurent Saltiel, Sergey Davalchenko, & Naveen Jayasundaram Emerging market stocks are having a difficult time in the COVID-19 crisis, but not all industries - or countries - are struggling. And many businesses have the right qualities to benefit from structural changes now and long ...

The global pandemic has accelerated growth in certain sectors and industries such as digital payments, e-commerce, data centers, telemedicine and video gaming, with disruption timelines shortening. This trend is positive for our active Emerging Markets Equity Strategy, as we have always been f...

2020 has been quite the start to a new decade. After the S&P 500 reached all-time highs in February, COVID-19 brought the global economy to an unprecedented standstill and the longest-running bull market in history to an end. In addition to the quickest move to bear territory, the COVID-19...

By Manraj Sekhon, CFA, Chief Investment Officer, Franklin Templeton Emerging Markets Equity Our Emerging Markets Equity CIO Manraj Sekhon provides the team's midyear outlook, including how secular trends driving opportunities in emerging markets have accelerated because of the COVID-19 cr...

Investing pain comes in many flavors. "Shoulda woulda coulda" is one of our personal favorites, quickly followed by "position sizing". Rebalancing can be easy on paper, but incredibly hard in practice. Holding a laggard over a long period of time is frustrating, and can feel like death by a th...

The COVID-19 pandemic continues to impact economies across the globe as they emerge from lockdowns, including emerging markets. Our Emerging Markets Equity team provides an overview of developments over the past month, and takes a look at how the pandemic is driving a trend toward deglobalizat...

By Nicholas Hardingham, CFA, Senior Vice President, Portfolio Manager, Emerging Market Debt Analyst, Franklin Templeton Fixed Income; and Robert Nelson, CFA, Vice President, Portfolio Manager, Research Analyst, Franklin Templeton Fixed Income With inefficiency comes opportunity, according ...

By Alberto J. Boquin, CFA This year's COVID shock accelerated a secular decline in interest rates around the world. Emerging market ((EM)) rates are no exception. The yield on the JPMorgan Emerging Market Local Currency Index (GBI-EM) declined to a series low of 4.6% compared to a 6.3% av...

Some tech companies are not only surviving the pandemic, but are actually thriving as consumers in lockdown go online. Anthony Okolie speaks with Christian Medeiros, Associate Portfolio Manager, TD Asset Management, about tech companies in emerging markets that are stepping up. Transcr...