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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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April 2020
Volume 40
No 4

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