Why Growth in Emerging Markets Is No Longer One Big Opportunity
The center of gravity in the global economy has been quietly shifting for two decades. What once seemed like a distant frontier—characterized by volatile currencies,…
Category: International Markets
Global investing strategies, emerging markets analysis, and international ETFs. Diversify beyond US markets with expert insights.
The Diversification Myth That Quietly Broke Developed-Market Portfolios
The global investment landscape is undergoing a structural transformation that extends far beyond traditional diversification theory. For decades, portfolio construction treated developing economies as peripheral…
The Hidden Trap in Emerging Market Investing Nobody Talks About
The arithmetic of emerging market growth is difficult to ignore. While developed economies typically expand at annual rates between one and three percent, emerging markets…
The Structural Shift Quietly Rewriting Global Investment Returns
The global investment landscape has shifted in ways that make developing economies increasingly relevant to diversified portfolios. For decades, emerging markets were treated as satellite…
Why Your US-Only Portfolio Is Missing the Global Growth Acceleration
The balance of global economic power has shifted more in the past fifteen years than in the previous five decades. Markets once considered peripheral now…
What GDP Misses About Emerging Market Growth
The conventional framing of emerging market diversification treats it as a geographic exercise—adding exposure to different countries to reduce concentration risk. This framing is not…
Where Domestic Investment Thinking Fails Global Markets
The typical domestic investor approaches international markets with a mental model built on home-field assumptions. Valuation frameworks calibrated to familiar indices, risk metrics developed in…
Why Emerging Markets Stopped Being One Category And What That Means For Your Portfolio
The narrative around emerging market investing has shifted dramatically in recent years. Where capital once flowed indiscriminately toward any frontier market offering yield, investors now…