All Eyes On Emerging Markets
Mike Dickson, Ph.D.
March 5, 2026
Strong recent returns and a long-term case for portfolio diversification Emerging market stocks were up
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Strong recent returns and a long-term case for portfolio diversification Emerging market stocks were up
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What happened last week AI Theme: NVIDIA (NVDA) rally to $3T in market capitalization vaults
What happened last week Revenge of the Meme Traders: Small-caps outperformed large-caps on resurgent trading
What happened last week Semis: NVDA’s “beat and raise” earnings report reignited the AI trade
What happened last week Price action: China led on a green week for global stocks,
Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to
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Strong recent returns and a long-term case for portfolio diversification Emerging market stocks were up sharply last year, and they’re continuing to do well in
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What happened last week AI Theme: NVIDIA (NVDA) rally to $3T in market capitalization vaults U.S. large caps to fresh all-time highs. Strong Payrolls Data:
What happened last week Revenge of the Meme Traders: Small-caps outperformed large-caps on resurgent trading in “meme-stocks.” Slightly Softer U.S. Data: 1Q U.S. GDP was
What happened last week Semis: NVDA’s “beat and raise” earnings report reignited the AI trade and propelled mega-cap tech to fresh all-time highs. Hawkish Fedspeak:
What happened last week Price action: China led on a green week for global stocks, ratcheting higher as Chinese policy support continues to improve the
Earnings momentum, disinflation, and a global easing cycle… is the US an attractive place to invest? Chief Investment Officer