Emerging Markets Opportunity

Presented by Mark Phillips
October 3, 2016

While a particularly unattractive period for US Equity (stocks), during that period Emerging Market Equity performed admirably. The question is: “Is that it? Is it done?”

Perhaps the other way to see this question is: “Has Emerging Market (EM) investment opportunity been neglected?”

How long can we expect that the portion of the global economy with 84% of the population, 66% of the foreign Exchange Reserves, and 51% of the worlds per person economic output will only garner 10% of the total of all global stock value?

Perhaps something will need to move (up or down) to bring these into alignment. I wonder which?

This material is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. Please contact your financial professional for more information specific to your situation. Emerging market investments may involve higher risks than investments from developed countries and also involve increased risks due to differences in accounting methods, foreign taxation, political instability, and currency fluctuation.