The Diversification Illusion: Why Buying One Emerging Market Index Keeps You Exposed
The emerging market asset class has grown from a niche allocation to a core portfolio component, yet most investors approach it as a monolithic block….
Category: International Markets
Global investing strategies, emerging markets analysis, and international ETFs. Diversify beyond US markets with expert insights.
The Investment Decision That Changes Everything About Emerging Markets Returns
The path an investor takes into emerging markets determines the journey before the destination even comes into view. This is not merely a preference between…
Why Emerging Market Investing Fails Without the Right Framework
The global investment landscape has shifted in ways that demand a fundamental rethink of where capital should flow. For decades, portfolios built on developed market…
The Non-Obvious Truth About Emerging Market Investing
The case for emerging market exposure rests on two independent pillars that modern portfolio theory has long recognized: correlation reduction and growth capture. Over the…