Sammy Suzuki, CFA

Not all companies in emerging markets will be hurt by President Trump’s agenda. Here’s what equity investors should look for.

Emerging-market stocks are showing signs of life amid hints of earnings improvements. Where should investors look?

Sour sentiment toward emerging-market stocks is obscuring uncommon opportunities for equity investors.

Emerging-market equities have a bad rap. But a lost decade may have set up promising conditions for a recovery.

Looking back to assess the future is a questionable strategy. Instead, we think investors should focus on the changing dynamics in EM economies and markets that could reignite returns in the years ahead.

Emerging markets play a much bigger role on the world stage than you might think given their small size in global benchmarks.

Based on The Economist magazine's data comparing hamburger prices across countries, many EM currencies look cheap today-as they did 20 years ago before an extended rally of EM stocks and bonds.

There's a whiff of hope in the air across emerging markets. Recent equity market gains may signal the start of a broader recovery after years of underperformance.

As corporate earnings continue to adjust to a new regime, markets are likely to be volatile in 2023. What can equity investors do to reduce risk?

Investors may be surprised to discover how a strategy targeting stocks that lose less in a downturn can beat the market over time.

Potential improvements in macroeconomic and earnings growth could provide good reasons to shift capital toward emerging-market stocks.

These guidelines can help investors frame a defensive strategy for volatile times and bolster confidence to stay in equities through an uncertain period ahead.

As a storm of volatility continues to rage in equity markets, here are some strategies that can help investors reduce risk and stay invested through the turbulence.

For investors seeking more stable equity allocations, stocks with high-quality features and reasonable valuations can help portfolios cope with volatility.

With vaccinations up and more economies on the mend, emerging markets are poised to put a tough 2021 in the rearview.

Equity investors focused on a low-carbon strategy needn't compromise on company fundamentals. When quality and compelling valuations are equally considered, joining the global fight against climate change and generating strong return potential can work hand in glove.

Steady earnings combined with resilient business models and innovation should compel investor interest, but it hasn’t. Is the time right for a reversal?

Across the industrial sector, low-carbon investing naturally leans toward renewable energy opportunities, like wind and solar power. But it can go beyond just renewables, and more industrial companies are taking the extra step to lower emissions with efficient energy technologies and by more accurately measuring their carbon footprint.

The exit from the pandemic will be bumpy. Defensive stocks with attractive valuations can help provide balance through an uncertain recovery.

Global stocks rebounded sharply from the coronavirus market crash in 2020, but the ride was rocky. With so many risks clouding the outlook, we believe that investors should focus on generating a smoother pattern of returns through the recovery from COVID-19.

Emerging-market stocks rebounded in 2020 even as the COVID-19 pandemic spread globally. As vaccines and other favorable conditions unfold, investors have good reasons to consider EM equities in 2021 while strategically considering their potential risks.

Defensive equities are usually found in sectors that have withstood market shocks, such as utilities and real estate. But as COVID-19 shakes up investment conventions, companies with intangible assets are being more appreciated for their volatility cushion.

Several equity factors diverged significantly from their typical performance patterns during the COVID-19 crisis. By understanding how factor returns behaved in this market correction relative to their historic norms, investors can not only prepare for future volatility but also take advantage of short-term market dislocations.

Following these guidelines can help equity investors navigate the uncertainty created by the COVID-19 pandemic when selecting stocks and positioning portfolios.

Emerging markets are no longer just the factories to the world, they're rapidly becoming knowledge-based economies. And they're not just catching up to their developed counterparts: in some key industries and sectors, emerging markets are leapfrogging past developed economies.

Markets tend to focus on external factors that are difficult to predict. This might include future actions of the Fed and other central banks, or what Trump might do next. But we believe it's better to focus on fundamentals--these are the trends that will outlast today's external events.

Even as global stocks climbed in 2019, market volatility persisted. By some measures, lower-volatility stocks now look quite expensive. But in fact, high-quality stocks that can help protect portfolios can be found at reasonable prices, if you know where to look.

Rejoice—people around the world are living longer! But pause the festivities—that means they need more retirement money. To ensure they don’t run out of cash, savers need to adjust their investment strategies as their needs change, both before and after retiring.

Why should emerging-market investors exercise caution in a rising market? With big unresolved challenges, we think it's prudent to target companies with solid fundamentals and stable business models to overcome macroeconomic uncertainty and build a resilient portfolio for the long-term.

Global stocks rebounded in the first quarter, but the ride was rocky. Even in a rising market, volatility is a clear and present danger. With so many risks clouding the outlook, we believe that investors should focus on generating a smoother pattern of returns.

After a volatile year in global markets, equity investors are on high alert. With so much uncertainty about the macroeconomic growth outlook, we think it's important to make sure that an equity allocation is positioned to do well no matter what happens to the economy.

Recent volatility reminds us that new risks are testing standard defensive equity strategies. Portfolios that offer downside protection need to go beyond standard risk models and position themselves for changing challenges ranging from trade wars to European political instability.

Investors in emerging-market (EM) stocks have taken a big hit as Turkey's crisis has escalated. But a closer look inside the EM benchmark suggests that the entire developing world isn't broken.

In our many travels through China to explore the changing market landscape, we've discovered countless companies and industries that are jumping ahead of the West. These leapfroggers are creating exciting opportunities for investors as China's equity and debt markets open to the world.

Changing market conditions over the last five years have taught us a few things about managing risk. The most important lesson? Delivering downside protection constantly requires refining and adjustment.

Emerging-market (EM) equities posted a strong recovery in 2017 after several tough years. But it's not too late to invest. We think there are still good reasons to add or increase EM exposure in 2018.

Soaring stock prices thrill investors, but it's the disciplined, less glamorous efforts to not lose money that build lasting wealth. It's possible to get downside protection and still beat the market over time. Here's how.