Emerging Markets 4th Quarter Commentary

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Includes: ADRE, DBEM, EBND, EDBI, EDC, EDD, EDF, EDI, EDZ, EEM, EEME, EET, EEV, ELD, EMAG, EMB, EMBH, EMBU, EMD, EMEM, EMF, EMIH, EMLB, EMLC, EMSH, EMTL, ESGE, EUM, EWEM, FEM, FEMB, FLQE, HEEM, IEMG, IGEM, JEMD, KEMP, KLEM, LEMB, MFEM, MSD, MSF, PCY, PPEM, RFEM, ROAM, SCHE, SPEM, TEI, VWO, VWOB, XSOE
by: FieraCapitalUS
Summary

The Emerging Market Select strategy seeks to provide long-term capital appreciation by investing primarily in emerging market companies.

The strategy has a distinct bias towards Asian emerging market economies, and the portfolio is weighted towards domestic demand themes, such as information technology, consumer companies, or export sectors.

A lasting question looks to whether EM equities can perform on the back of a correction in US equities.

In this commentary, Anindya Chatterjee, Lead Portfolio Manager of the Emerging Markets Strategy, reviews performance for the most recent quarter and provides an outlook for the months ahead.

Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.