Emerging markets: Ready for their closeup?

Описание: Emerging market equities outperformed U.S. equities in 2025, and that trend appears primed to potentially continue in 2026. Even as tensions continue to churn on the world stage, the outlook is positive for the asset class, according to the Chief Investment Office (CIO) for Merrill and Bank of America Private Bank. In this video, Chief Investment Officer Chris Hyzy and senior investment strategist Lauren Sanfilippo share the reasons behind the CIO’s upbeat view on emerging markets.

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00:00 - Intro: 2026 outlook and emerging markets momentum
00:44 - What’s rare this year in global growth
01:16 - Emerging markets’ strong 2025 performance
01:36 - Global growth, earnings, and trade reacceleration
01:53 - Tech-driven earnings across EM economies
02:50 - China’s role and shifting economic winds
03:40 - Valuations: EM versus U.S. markets
04:13 - Geopolitics, tariffs, and key risks for 2026
04:52 - Underweight dollar-based investors and capital rotation
05:10 - Weaker dollar tailwinds for emerging markets
05:42 - Natural resources and industrial metals outlook
06:01 - Changing importance of oil prices in EM
06:25 - China’s shift toward consumption-based growth
06:59 - Diversification and portfolio positioning
07:20 - Final thoughts: EM as a portfolio sleeve
07:42 - Closing remarks

#EmergingMarkets #MarketOutlook #2026Outlook