- The "average, annual" returns of Emerging Markets and non-US investing have lagged that of the S&P 500 and large-cap growth for many years now.
- The weekly S&P 500 earnings update from this weekend shows positive revisions for forward quarters even though the largest names have been stuck in a trading range for almost 6 months.
- The three primary vehicles being used within client accounts to lift the EM and non-US weighting of client equity portolios are VWO, OAKIX, GBFAX.
For further details see:
Don't Forget Emerging Markets/International For Your Portfolio