Re-Emerging Markets

Last Wednesday, I was fielding questions from a couple of CNBC reporters on the trading floor of the New York Stock Exchange. One thing they asked me about was emerging markets, which was great as it allowed me to talk about our Multi-Asset Class team's views on these important regions. It also reminded me of how little space we've given the subject in CIO Perspectives so far.

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Emerging Markets Get Surprise Lift

A wave of interest-rate cuts by emerging-market countries is helping extend a sharp rally in their stock and bond markets, delivering investors returns that few had forecast heading into 2016.  During the past month, central banks in India, Indonesia, Turkey, Hungary and Taiwan have lowered rates in a bid to counter soft economic growth.  Analysts say more developing nations may follow in coming months, likely adding fuel to a two-month-long surge that has taken the MSCI Emerging Markets stock index up 6.6% for the year, reversing a double-digit decline. The S&P 500 is up 1.8%.

http://tinyurl.com/zz7daz9

Looking for Signs of Life in Emerging Markets

For years, many investors have been pining for a rebound in emerging-market stocks, only to be frustrated by the slide in commodity prices, which still drive many developing economies.  The situation appeared to improve in the first quarter.

http://tinyurl.com/hwnc9vy

Are Emerging Markets Stabilizing?

Enzio Von Pfeil, investment strategist at Private Capital, discusses the outlook for emerging markets and China's property market. He speaks to Bloomberg's Angie Lau and Rishaad Salamat on "Asia Ed

http://tinyurl.com/zx2bgex