Morningstar Minute: Two emerging markets fund picks

For investors looking to trim back their exposure to developed markets and add to emerging, these two picks are worth a closer look.

Jeffrey Bunce, CFA 16 May, 2017 | 5:00PM
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Jeffrey Bunce: In my last video, I highlighted three managers that were building cash in response to generally higher valuations in the market. The United States is particularly pricey, but not all areas of the market are as expensive. In fact, stocks in emerging markets are attractively priced by comparison. The valuation gap between the U.S. and emerging markets is so much so that prominent manager, CEO and chief investment officer at Doubleline Capital, Jeffrey Gundlach, has shorted the S&P 500 and gone long emerging markets. Now we aren’t recommending such a bold strategy, but if you were looking to trim back your exposure to developed markets and add to emerging, we have a couple of fund picks that are worth a closer look.

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About Author

Jeffrey Bunce, CFA

Jeffrey Bunce, CFA  Jeffrey Bunce, CFA, is a senior investment analyst for Morningstar’s Investment Management group.

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