Analyste de Boston

Emerging Markets ETFs Still Have Room to Grow

The biggest shocker in last September's decline, for asset allocators, should be how well EM equities performed. Usually "the most risky" asset class, they didn't do much worse than the broad US market indices overall.

The next big swan dive will probably show EM to be a marginally better investment on risk metrics than US equities, even better if there's a Dollar crisis included.

It's not decoupling but entails a radical reorientation of our VAR.