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Where in the world should investors look for earnings?

After years of US outperformance, we believe emerging markets now offer the best combination of forward earnings and valuations.

  • US stocks have led the world with the best performance and earnings growth over the past 15 years, but that picture could be changing.
  • According to our analysis, emerging markets have the strongest projected earnings growth in the next few years.
  • Current and historic valuations also suggest it’s time to consider greater exposure to emerging markets.

Read the full paper to explore why we believe investors may be well served to consider emerging markets when comparing equity opportunities.


 

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