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Feb 07 2020
Stock Market

EM Equity Purgatory

  • Feb 7, 2020

Nine months ago we established a “pilot” position of 4% in Emerging Market equities in the Leuthold Core Fund, based mostly on the bullish inflection in a long-term technical indicator (VLT Momentum).

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Emerging Markets MSCI Emerging Market Valuations U.S. Exceptionalism Index

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager

Doug Ramsey Chief Investment Officer & Portfolio Manager

Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.

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Stagflation (1) Present Situation Index (6) Yield Curve (68) Inversion (5) Consumer Confidence (52) Confidence Gap (1) Expectations (4) Momentum (174) Emerging Markets (91) GDP Growth (6) Relative Performance (7) EPS Growth (22) Small Caps (170) Leadership Cycles (47) Valuation Spread (1) Valuations (314) Cost of Living (2) Annualized Total Return (24) Inflation (549) Retirement (1)