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know.creditsights.com
article
https://know.creditsights.com/insights/emerging-markets-2026-outlook/
# Emerging Markets 2026 Outlook. # Emerging Markets 2026 Outlook. Insights into Emerging Markets 2026 Outlook, including:. **Emerging market credit fundamentals remain sound with resilient growth, yet sovereign spreads appear uncomfortably tight currently.** Meanwhile, technology valuation doubts and expected U.S. tariff increases amplify downside risks for 2026 markets. **Growth projections indicate emerging markets will reach 3.9% in 2026, up from 3.7% in 2025.** However, Southeast Asia and Middle East expansion contrasts sharply with subdued Latin America and Eastern Europe performance. **Valuations appear stretched as sovereign spreads have compressed continuously since summer 2022, creating substantial mean-reversion risks.** Furthermore, investment-grade sovereigns trade at tightest levels since October 2007, limiting potential for excess returns. CD&R Codifying the PetSmart Chewy Maneuver in Sealed Air Bonds. ### Market Alert: CD&R is Codifying the PetSmart / Chewy Maneuver in the New Sealed Air Bonds. ### European Loans March Wrap-Up: With Market Volatility and Low Volumes, Tolerance for Flexibility Remains for a Favoured Few with Overall Tightening.
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linkedin.com
article
https://www.linkedin.com/pulse/emerging-markets-investment-outlook-2026-where…
Emerging Markets are projected to deliver approximately 14% earnings growth in 2026, compared to about 6% for the S&P 500. Valuations remain
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merrilledge.com
article
https://www.merrilledge.com/article/emerging-markets-outlook-2026
Global growth expected to reach 3.4% in 2026. Source: IMF World Economic Outlook Update, January 2026. Earnings momentum looks good for emerging markets. And
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lazardassetmanagement.com
research
https://www.lazardassetmanagement.com/li/en_gb/research-insights/investment-i…
As 2026 begins to take shape, we believe emerging markets (EM) continue to be supported by a combination of firmer fundamentals, improving stability, and valuations that remain comparatively favorable by historical standards. Yet EM economies overall weathered these forces with stronger results than expected: the MSCI Emerging Markets Index delivered a total return of 33.6% in 2025, outpacing both the S&P 500 Index (17.9%) and the MSCI World Index (21.6%). Aggregate EM economic growth for 2026 is expected to remain near 4%, reflecting both the resilience of large EM economies and strong export performance from select markets benefiting from global technology demand.1. China remains central to our EM outlook: Because of its scale and economic mix, the country continues to shift in ways that influence global trade, Asian supply chains, and commodity demand trends. Emerging markets real yields remain near their long-term highs, the US dollar real effective exchange rate remains elevated notwithstanding the pullback last year, and EM currency appreciation lagged developed markets in 2025 (Exhibit 4).
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morganstanley.com
article
https://www.morganstanley.com/im/en-us/financial-advisor/insights/articles/a-…
Outside the EU, MSIM materials are issued by Morgan Stanley Investment Management Limited (MSIM Ltd) is authorised and regulated by the Financial Conduct Authority. **Singapore**: This material is disseminated by Morgan Stanley Investment Management Company and should not be considered to be the subject of an invitation for subscription or purchase, whether directly or indirectly, to the public or any member of the public in Singapore other than (i) to an institutional investor under section 304 of the Securities and Futures Act, Chapter 289 of Singapore (“SFA”); (ii) to a “relevant person” (which includes an accredited investor) pursuant to section 305 of the SFA, and such distribution is in accordance with the conditions specified in section 305 of the SFA; or (iii) otherwise pursuant to, and in accordance with the conditions of, any other applicable provision of the SFA. For those who are not professional investors, this material is provided in relation to Morgan Stanley Investment Management (Japan) Co., Ltd.
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ssga.com
article
https://www.ssga.com/us/en/individual/insights/emerging-market-equities-outlo…
**Emerging market (EM) equities are starting 2026 with renewed momentum, supported by a combination of macroeconomic tailwinds, some evidence of structural profitability improvements, and strengthening investor sentiment.**. Overall, EM equities had a fantastic 2025, posting a gain of 33.6% compared to 17% for the S&P 500 and 21% for the MSCI World index—EM’s best year versus developed markets since 2017.2 The asset class has started off strong in 2026 too, rising 5% year-to-date.3. Still-light investor positioning in EM equities globally, as well as the potential for EM profits to catch up to developed market profits, adds to the asset class’ potential performance momentum into 2026. Consensus expects 21% EPS growth in EM equities this year—substantially higher than the US and developed markets at 15% and 13%, respectively.5 The more EM can out-earn World ex US and inch closer to World (Figure 2), the stronger the long-term investment case becomes. Aggregate positioning data from State Street Global Markets suggests global investors are still underweight EM.6 They are *less* underweight than they were (there were especially large moves in Chinese exposure).
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mercer.com
article
https://www.mercer.com/en-us/insights/investments/market-outlook-and-trends/e…
The US Federal Reserve is likely to continue easing, with markets pricing rates just below 3% by year-end, though cuts may slow if growth firms or inflation remains above target. Global market positioning remains broadly neutral heading into 2026, reflecting an environment where growth, inflation and policy are converging toward long-term averages. Developed market equities are expected to see solid earnings growth driven by AI-linked sectors, though valuations remain elevated and performance outside technology is subdued. Download our economic and market outlook for 2026 to learn more about what investors should expect and consider for their investments next year. Leveraging our existing relationships with hundreds of asset managers around the world, we can help you identify and source new investment strategies, opportunities, ideas and innovations across private markets and hedge funds. By subscribing to MercerInsight®, an alliance with eVestment, you can gain access to data, analytics and our forward-looking research on asset managers and thousands of investment strategies across both public and private markets.
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rbcgam.com
article
https://www.rbcgam.com/documents/en/articles/emerging-markets-outlook-spring-…
Several factors suggest that this time may indeed be different, including stronger absolute and relative earnings growth; a weaker U.S. dollar; increased investor comfort with exposure to emerging markets after a period of prolonged under-allocation; reform progress across major emerging markets; and valuations that remain attractive relative to developed markets. Source: RBC GAM Emerging markets – Recommended sector weights Energy Materials Industrials Consumer discretionary Consumer staples Health care Financials Information technology Communication services Utilities Real estate Underweight Overweight 3.8% 7.5% 7.3% 10.1% 3.3% 2.9% 20.5% 33.6% 7.6% 2.2% 1.2% MSCI Emerging Markets 0.0% -2.2% -1.9% -0.6% 5.3% -1.0% 6.7% 2.2% -2.4% -2.4% -3.7% -10.0% -5.0% 0.0% 5.0% 10.0% Note: As of February 28, 2026. Emerging Markets Outlook_Spring 2026_E 03/19/2026 (03/2026) Disclosure This material is provided by RBC Global Asset Management (RBC GAM) for informational purposes only and may not be reproduced, distributed or published without the written consent of RBC GAM or the relevant affiliated entity listed herein.