Most individuals are underinvested in emerging market bonds.
The macro picture and valuation currently support an EM investment.
Despite the scary headlines, these catalysts could move markets higher by year’s end.
But the fundamental outlook of modest economic growth has not changed in my mind.
A 200-point drop in the Dow Industrials is as good a reminder as any that it’s important to play both offense and defense with your investment strategies, says Charles Sizemore, portfolio manager on the Covestor platform.
“We are maybe in the fourth inning of a secular period of outperformance for U.S. assets.”