Emerging Markets May Make A Good Draft Pick To Add To Portfolios
The evaluation process NFL football teams go through to prepare for the NFL draft, which took place this past weekend, is not unlike the investment decision-making process. We in LPL Research get in our “war room” every day to scour global markets for investment opportunities. Like NFL teams looking for talented football players to add to their teams, when looking for investment talent we are also looking for some of the same qualities: speed, strength, value, upside potential, and character. Emerging markets (EM) score well on these criteria overall and, we believe, may represent a good draft pick for your portfolios.