By Jeremy Schwartz, CFA, Executive Vice President, Global Head of Research
One of the key debates going into this year has been whether the bloodletting in emerging markets and sharp downdraft in China could turn around in 2019.
WisdomTree's asset allocation committee increased exposure to emerging markets in a number of our model portfolios for 2019, recognizing that it would be difficult for emerging markets to turn around without a China trade deal, but the valuations in many markets already accounted fairly well for the risks.
Many value-sensitive investors may agree. In China, for example,