Historically, those betting on the emerging markets (EMs) to outperform domestic US markets have often been disappointed. Despite strong growth and supportive demographic and consumer trends, EM equity returns have only averaged +3.6% per year from 2010 to 2019. But 2020 was different as the MSCI Emerging Markets Index outperformed the S&P 500 for the first time since 2017. So was 2020 an anomaly, or was it the start of a longer period of outperformance for the emerging markets?

On Wednesday, May 5th, 2021 at 11:00 am, Integrity Research Associates will moderate a panel of three highly regarded emerging market analysts who provide specialized research for institutional investors to discuss the 2021 Outlook for Emerging Markets.

Register here.

A few of the topics this panel of analysts will address include:

• Can the Emerging Markets continue the strong performance they experienced in 2020 through 2021? Why or why not?
• Which Emerging Market regions / sectors that performed well during the COVID pandemic are most likely to experience a correction in 2021?
• Emerging Market equities appear to be expensive on a PE basis. Why do you believe these stocks will be able to sustain their rich valuations?
• During 2020, EM debt issuance was quite strong. How do you expect EM bond markets to fare in 2021, and what are likely to be the key drivers of these markets?
• Emerging market economies are a diverse bunch. As markets anticipate a global recovery, are there certain economies that you believe are well-positioned?
• What is the biggest surprise that Emerging Market investors are likely to experience as the global recovery from COVID-19 continues in 2021?