Archive for September 10th, 2015:

is it time to invest in Emerging Markets?

Written on September 10th, 2015 by Jamesno shouts

I like pictures.  They tend to tell a better story of what is actually happening.  Case in point is this chart of Emerging Markets fund, EEM.  This is the proxy for how Emerging Markets are performing, pretty lousy for the past 4 years!  Most investment models say that you should have 3 to 5% allocated toward Emerging Markets, but it hasn’t worked so well.  I’ve been out of Emg Mkts for over a year now (outside of India), but the asset class is coming back on my radar screen.  I will look to possibly add this asset back to client accounts later this year or early next: