Research Affiliates believes emerging markets will similarly outperform in inflation-adjusted terms over the next decade. Research Affiliates’ Founder Rob Arnott and CIO Chris Brightman discuss the disciplined investment process that powers RAE’s excess return potential and why the strategies are well positioned for today’s markets. Research Affiliates: Pundits Predicting Panic in Emerging Markets, Stocks: SPY,DJI,QQQ, release date:Jun 28, 2018

Since that time the market for local currency emerging markets debt has soared past $1 trillion, while external currency debt has grown from about $200 million to $500 million. They are estimating so-called “real returns” from emerging markets … All data presented on the Smart Beta Interactive website is based on simulated portfolios computed by Research Affiliates LLC (“RA”) using data from CRSP, Compustat, Worldscope, Datastream, and Bloomberg. The trade names Fundamental Index®, RAFI®, the RAFI logo, and the Research Affiliates corporate name and logo among others are the exclusive intellectual property of Research Affiliates, LLC. Emerging markets should be the best performing equities in the 2020s, according to a new forecast from Research Affiliates, a US company specialising in long-term return predictions across various stock and asset markets.. The performance of EM value. Research Affiliates is dialing up a prediction it made in February 2016, when the firm called emerging markets the “trade of a decade.” That proved prescient initially as … Year-to-date performance ranges from 15.5% for Seafarer Overseas Value down to (1.4%) for Advisory Research Emerging Markets Opportunities (ADVMX, soon-to-be Vaughan Nelson EM Opportunities).As a group, the EM value funds and ETFs have returned about 5% YTD while EM funds … In expecting better returns from developed-markets equities than it does from emerging, Morningstar's forecast stands in contrast to those from GMO and Research Affiliates … There are about 40 EM value vehicles available for retail investors. The company’s report notes that in 2019, US large equities “reigned supreme”, returning investors 28.5% in excess of inflation (when measured in US dollar terms). The money manager projects emerging-market shares will generate nearly 8% annual real returns over the next decade, based on factors such as …

Research Affiliates’ own calculations are similar though a bit more modest. Learn about PXH with our data and independent analysis including price, star rating, asset allocation, capital gains, and dividends. The long-term bull case for emerging-market equities just got even more compelling, according to Research Affiliates, a sub-adviser to money …