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 potential pivot on the horizon, we believe it may be time to take a second look at your current emerging markets exposure to analyze whether you are capturing the true growth opportunity.
For growth-seeking investors, emerging markets have long presented an alluring opportunity. One