PPEM News and Press, PortfolioPlus Emerging Markets ETF From 12/20/19

By Manraj Sekhon, CFA, Chief Investment Officer, Franklin Templeton Emerging Markets Equity While US-China trade issues still haven't been resolved, there are reasons to be optimistic about the prospects for emerging markets in the coming year, according to Manraj Sekhon, chief investment...

With the S&P 500 reaching all-time highs and emerging markets ((EM)) lagging, many are wondering how long the US bull market can continue. Near term, a trade deal, a dollar slump, a pickup in global growth, or all of the above may prompt a serious pivot to emerging markets. With this poten...

By Bill Witherell, Ph.D. Following outflows from emerging-market equity funds during the first three quarters of 2019, significant inflows are occurring in the fourth quarter as investor sentiment becomes more positive, anticipating stronger performance for this asset class in 2020. Possib...

It was a mixed month for emerging markets in November, as shifting expectations about a trade deal between China and the United States continued to drive market sentiment. Our emerging markets equity team explains why US-China trade issues may not be that big of a concern for some emerging ma...

By Chetan Sehgal, CFA, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity and Andrew Ness, ASIP, Portfolio Manager, Franklin Templeton Emerging Markets Equity There have been improvements in corporate governance in a number of emerging m...

By Carol Lye Cheap valuations in late 2018 had set the stage for an emerging market recovery, and finally receiving a lifeline this year. The Federal Reserve (Fed) cut rates three times totaling 75 basis points (bps), and equally important, oil prices stayed relatively flattish. As such, e...

By Chetan Sehgal, CFA, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity; Andrew Ness, ASIP, Portfolio Manager Franklin Templeton Emerging Markets Equity Emerging markets provide many potential investment opportunities, but corporate go...

As growth bottoms out and tail risks ease, attractive valuations support the case for emerging markets currencies. This edition of CIO Weekly Perspectives comes from guest contributors Rob Drijkoningen and Vera Kartseva of Neuberger Berman’s Emerging Markets Debt team. In mi...

A number of factors spurred improved investor sentiment in emerging markets over the past month, including an interest-rate cut from the US Federal Reserve. Franklin Templeton Emerging Markets Equity outlines the news and events shaping market moves during October and the reasons why the team...

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...