Email Us
Sign In
Email Us
Log In
Email Us

After a stellar 2025 in which emerging market (EM) equities returned 34%, 2026 is off to a good start with the MSCI EM Index up 7% year to date. Last year’s near doubling of the S&P 500 return was driven mostly by a weakening U.S. dollar, which propped up EM returns, but attractive valuations and artificial intelligence (AI) investment played a role. This week we highlight five reasons we’ve warmed up to EM.

If you are having trouble viewing the Weekly Market Commentary below, please click here.

Looking for last week’s edition? Please click here.

 

Get the Weekly Market Commentary by Email

Short insights, once a week—no spam, unsubscribe anytime.

* indicates required

Read More Recent Insights

Weekly Bottom Line

Congress passed legislation to fund most of the government through September, with a 2-week continuing resolution used for the Department of Homeland Security. The ISM Purchasing Managers Index reports showed solid growth in manufacturing and services activity in January, suggesting the economy entered 2026 on a solid footing. January data

Read More »