SCHE News and Press, Schwab Emerging Markets Equity From 07/17/23

2023-07-17 11:10:00 ET Summary We favor emerging market to developed market assets on a brighter macro backdrop. We get granular and harness mega forces, per our playbook. U.S. bond yields slumped last week on softer CPI inflation data. We think still-tight labor markets will comp...

2023-07-15 02:20:00 ET Summary We wrap up our mid-year review of recent asset price trends with a look at non-US equities. Non-US equities have certainly had periods of outperformance, including – for a very brief while – earlier this year. For most of January, i...

2023-07-14 03:10:00 ET Summary RAFI Emerging Markets Large Company Index outperforms due to market volatility and emphasis on value-oriented companies. Combining different index approaches can help investors achieve their risk and return objectives. Index methodology plays a c...

2023-07-12 21:25:00 ET Summary Emerging markets have been adopting new technologies, which solve existing challenges, raise productivity and reflect changing consumption patterns. During the first half of 2023, 72% of the gains and six out of the 10 largest contributors to the gai...

2023-07-11 00:45:00 ET Summary Global equity markets have had a very strong first half of the year, but it’s pretty unusual times because on the one hand, equities are contending with a pretty difficult macro backdrop. We’ve still got high inflation. We’ve got...

2023-07-07 03:19:00 ET Summary Growth in government debt has been a key driver of post-pandemic inflation in advanced economies. Monetary policies, while certainly accommodative, appear to have been less of a factor. In response to the pandemic, central banks slashed interest rate...

2023-07-05 01:20:00 ET Summary The US economy has remained remarkably resilient in the face of repeated shocks, most recently the regional bank turmoil in March. China’s economy disappointed our, and the market’s, expectations in 2Q. In contrast to other major econom...

2023-07-04 00:47:00 ET Summary Equity valuations are more relevant over a medium- or long-term horizon, but they’re also tactically important in helping determine an entry or exit point. The global business cycle is a key influence on EM’s relative performance. T...

2023-07-03 23:39:00 ET Summary We think investors should focus on the changing dynamics in EM economies and markets that could reignite returns in the years ahead. Our research shows that over the last four decades, EM stocks delivered prolonged periods of returns superior to thos...

2023-06-28 13:05:36 ET Summary The Schwab Emerging Markets Equity ETF has attractive valuations and improving fundamentals in emerging markets, but its high exposure to China and its underperformance compared to the S&P 500 makes it a risky investment. Despite a decline in 202...