Why Active in Emerging Markets
Inefficient emerging markets continue to evolve, providing opportunities to invest in future growth drivers.
At William Blair, active management is more than just an investment approach. See how our active culture creates a dynamic environment that aligns with clients’ interests.
Discover our enhanced approach to active management at: https://williamblair.com/active
Filmed May 2018
The views and opinions expressed herein are those of the speaker as of the date of publication, are subject to change without notice as economic and market conditions dictate, and may not reflect the views and opinions of other investment teams within William Blair. Factual information has been obtained from sources we believe to be reliable, but its accuracy, completeness, or interpretation cannot be guaranteed. This material may include estimates, outlooks, projections, and other forward-looking statements. Due to a variety of factors, actual events may differ significantly from those presented.
This video has been provided for informational purposes only and should not be considered as investment advice or a recommendation of any particular strategy or investment product, or as an offer to buy or sell any securities or related financial instruments in any jurisdiction. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.
Investing involves risks, including the possible loss of principal. Equity securities may decline in value due to both real and perceived general market, economic, and industry conditions. Investing in foreign denominated and/or domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. The securities of emerging market companies may be subject to greater volatility and less liquidity than companies in more developed markets. Any investment or strategy mentioned herein may not be suitable for every investor. Charts or graphs referenced herein are provided for illustrative purposes only and are not indicative of the past or future performance of any William Blair product or strategy.
Past performance is not indicative of future results. Active and passive returns are derived from Morningstar’s U.S. Open-End Diversified Emerging Markets Fund Universe using the Institutional share class for non-index and index funds. Returns are annualized and shown in U.S. dollars, net of fees. Morningstar Diversified Emerging Markets Category funds tend to divide their assets among 20 or more nations, although they tend to focus on the emerging markets of Asia and Latin America rather than on those of the Middle East, Africa, or Europe. These funds invest predominantly in emerging market equities, but some funds also invest in both equities and fixed income investments. The analysis consisted of 189, 147, and 77 active funds and 52, 39, and 13 passive funds for the 3-, 5-, and 10-year periods, respectively.
The MSCI Emerging Markets Index is a free float-adjusted, market capitalization-weighted index that is designed to measure the equity market performance of emerging markets. The index is unmanaged, does not incur fees or expenses, and cannot be invested in directly.
Copyright © 2018 William Blair. “William Blair” refers to William Blair Investment Management, LLC. William Blair is a registered trademark of William Blair & Company, L.L.C.
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