Emerging Markets
Emerging Markets content
Market Commentary
A large home bias, even with international sales exposure, may not diversify investors across sectors, endangering financial goals when new economic cycles shift long term trends.
Market Commentary
The human costs of military action are unmeasurable. Yet, the stock market reaction to an incursion or invasion of Ukraine may echo those of the past with little measurable impact for diversified investors.
Market Commentary
Global benchmark yields are moving higher along with economic sentiment. We expect yields to remain positively correlated to market returns, favoring cyclical and value stocks.
2022 Schwab Market Outlook
Persistent high-tide growth is likely to help float the global economy safely over the rocks of risks in 2022, despite waves of worries: COVID, inflation, shortages & rate hikes.
Market Commentary
After a year of supply shortages, the global economy may be closer to the end of the supply chain problems than the beginning.
Market Commentary
Services make up more of the economy, jobs, and the stock market. The time has come to focus on services data to get a sense of the overall economic picture.
Market Commentary
Persistently going from one transitory source of inflation to the next may keep inflation elevated for longer than markets currently anticipate.
Market Commentary
Japanese stocks have rebounded to 30-year highs and became the world’s best performers in September and the third quarter.
Market Commentary
A gradual slowing of stimulus heralds a potential drop for the world’s stock markets, but the evidence suggests a possibility for a positive outcome.