PPEM News and Press, PortfolioPlus Emerging Markets ETF From 11/10/19

By Justin Leverenz and Tan Nguyen Executive Summary There is a widely held perception that emerging market ((EM)) debt growth was spread broadly across markets. The truth is that the growth in the past decade has been focused almost entirely in China. EM economies have low lev...

By Andrew Ness, ASIP, Portfolio Manager, Franklin Templeton Emerging Markets Equity As the world watches the US-China trade spat roll on, it is important to look beyond the headlines and examine the economic reality and progress within emerging markets, according to Franklin Templeton Eme...

By Philip Lawlor, Managing Director, Head of Global Markets Research Equity factors made a dramatic U-turn in September, capturing the mercurial and rapidly shifting appraisal of economic prospects across global markets. But we think it's too early to call this a regime change. As the ch...

The third quarter was slightly more challenging for emerging markets, driven in part by the twists and turns in global trade rhetoric. In addition, we continued to see revisions downwards in global growth balanced by monetary policy movements, i.e., reductions in rates, around the globe. Whi...

By Tobias Adrian, Financial Counsellor and Director of the IMF's Monetary and Capital Markets Department and Fabio M. Natalucci, Deputy Director of the Monetary and Capital Markets Department The pace of global economic activity remains weak, and financial markets expect rates to stay lowe...

By Gita Gopinath, Economic Counsellor and Director of the Research Department at IMF The global economy is in a synchronized slowdown and we are, once again, downgrading growth for 2019 to 3 percent, its slowest pace since the global financial crisis. Growth continues to be weakened by ris...

Chris explores ways to manage your EM allocation, an out of favor, but still appealing asset class. Emerging markets were the darling of investors as recently as the winter of 2019, but now find themselves once again as unloved as wearing white after Labor Day. The asset class has suffered...

The US-China trade conflict has remained at the forefront of investor concerns in recent months, with both governments imposing tariffs on each other’s goods. While continued tensions are likely to result in continued market volatility, Franklin Templeton Emerging Markets Equity nonethe...

By Sukumar Rajah, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity Despite the US-China trade war, Franklin Templeton Emerging Markets Equity's Sukumar Rajah doesn't think the opportunity set for emerging markets is lost. He explains h...

Over the past 30+ years since the introduction of the MSCI Emerging Markets Index, investors have evolved from holding minimal positions in emerging markets funds to holding more substantial allocations. Additionally, the choice of investment options has evolved from broad-based emerging mar...