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Category: Emerging Markets

Style-Box Update: Surprising No One, Large-Cap and Growth Still the Leader

July 5, 2020 Brian Gilmartin Leave a comment

  This Bespoke graph from the July 2, 2020 weekly Bespoke Report, shows the SP 500 having it’s best 100-day…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, Style analysis

Emerging Markets Update: So Bad it’s Good ?

May 13, 2020 Brian Gilmartin Leave a comment

Looking at the carnage today, the one aspect of the trade that stood out was the lack of damage to…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, Oakmark International, US Dollar

Frustration with Emerging Markets. Watch that “Average Annual” Return

February 20, 2020 Brian Gilmartin Leave a comment

While the sell decision is usually one of the more “opaque” and uncertain decisions a portfolio manager can make, (and…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, Joel Greenblatt, US Dollar

Emerging Markets – Still Adding to the Asset Class

November 29, 2018 Brian Gilmartin Leave a comment

    Not one but two charts this week caught the eye, the first being the bottom chart which shows…

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Posted in: EEM, Emerging Market ETF's (EEM, Emerging Markets, Oakmark International, VWO)

Emerging/Submerging Markets and Non-US: Signs of Life ?

October 22, 2018 Brian Gilmartin Leave a comment

  Bespoke – in their weekly Research Report – published every Friday night, had a great graph on what could…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, Oakmark International

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