|January 3, 2018||
What attributed to your bullish outlook on emerging markets?
Emerging market equities were among 2017’s top gaining asset classes. Our model indicated a high score for the asset class led by its macro and sentiment components, which are among the highest compared to other international equity markets. Manufacturers and exporters in many Asian markets received a boost recently, benefiting from the upswing in the global tech cycle. As a result, manufacturing sentiment improved. Macroeconomic signals also increased in recent months, particularly leading economic indicators and retail sales.
For more commentary from CIO Patrick Jamin on the final quarter of 2017, Click Here
|September 20, 2017||
Global Select, International Select, International Select Hedged and Emerging Market Select are the newest offerings by NorthCoast and the firm is excited about the opportunity and timing. Click here to learn more.
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