PPEM News and Press, PortfolioPlus Emerging Markets ETF From 05/19/20

In this paper, we look at the evolution and characteristics of the Emerging Market ((EM)) fixed income asset class, since the 1980s, drawing on FTSE Russell data. We find EM fixed income is now a substantial and investible asset class and very different from the asset class that suffered major...

By Talley Léger, Investment Strategist Chinese stocks have outperformed their US counterparts, a trend we expect may continue. As the world remains in the grip of the coronavirus, we've received many questions about the outlook for Chinese and emerging market ((EM)) stocks - a...

The coronavirus pandemic has hit economies across the globe, emerging markets being no exception. Our Emerging Markets Equity team takes a look at developments during the month of April and how various countries have been affected. The team outlines why it believes many of these economies can ...

In the wake of the coronavirus epidemic, all too many major emerging market countries - including Brazil, Mexico, South Africa, and Turkey - appear to have embarked on a dangerous monetary policy path. At a time that these economies are experiencing a record pace of capital outflows and their ...

Looking at the carnage Wednesday, the one aspect of the trade that stood out was the lack of damage to the two emerging markets ETFs, [[VWO]] and [[EEM]]. The VWO fell -0,30% Wednesday and the EEM, fell 19 bp’s, far less than the carnage on the NYSE, with the Russell 2000 down over 3%,...

As the COVID-19 pandemic spreads across the globe, an unprecedented lockdown has been imposed in more than 100 countries to minimize the spread of the virus. As the number of new cases globally appears to be peaking, markets are reacting positively, and we are beginning to look through to the...

By Nicholas Hardingham, CFA, Senior Vice President, Portfolio Manager, Emerging Market Debt Analyst, Franklin Templeton Fixed Income With some countries slowly lifting coronavirus lockdown periods, does it make sense to invest in risk assets again - namely emerging markets? Franklin Templ...

By Robin Marshall Concerns about a wave of EM defaults has recently emerged Some commentators have expressed concern about a wave of Emerging Market ((EM)) debt defaults, based on the scale of the Covid-19 shock, declines in commodity prices, the expansion in EM debt since the GFC, the...

By Carol Lye A black swan virus shock brought the world to its knees—dealing a particularly acute blow to emerging markets. It was only a year ago that emerging markets recovered from the previous Federal Reserve (Fed) tightening and trade war crises. Britney Spears’s &#...

By Manraj Sekhon, CFA, Chief Investment Officer, Franklin Templeton Emerging Markets Equity Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity, discusses the emerging markets landscape across North Asia, India and Latin America, and the path forward towa...