The iShares MSCI Emerging Markets ETF (NYSE:EEM) surged 39% in 2025 and added another 3.9% in the first week of 2026. The structural headwinds that kept emerging markets out of favor may finally be reversing.

Emerging markets defied tariffs, trade wars and global turmoil to notch up stellar double-digit returns in 2025, and investors are hopeful of a repeat performance next year.

Emerging-market bonds are likely to be supported in 2026 as the securities are increasingly owned by local investors who are less exposed to currency risk and are therefore more resilient holders, fund managers say.

Expanding into new markets sounds like an interesting challenge and an exciting prospect, but actually doing that requires quite a bit of forethought.

In the late 1980s, emerging markets were recovering from a lost decade. Multiple economies experienced a debt crisis. Inflation was high. Investors abandoned emerging markets and stayed with U.S. and developed markets, which were demonstrating much more stability and growth at the time.

In Q3 2025, the Goldman Sachs Emerging Markets Equity Insights Fund returned 11.21%, outperforming the MSCI Emerging Markets Index by 57bps (net, I-share).

Warren Buffett famously said to “never bet against America,” and that advice has held up for more than a decade. Investors who avoided U.S. stocks during that period likely trailed the broad market. Those who actively bet against them outside of brief ...

With expectations for returns on U.S. stocks limited, the time may be ripe for emerging-markets stocks to emerge from the shadows and take their turn in the spotlight thanks to attractive valuations and healthy economic fundamentals. “Interest in ...