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Markets in a Minute - Emerging Markets are Back in the Game

Markets in a Minute - Emerging Markets are Back in the Game

August 11, 2026

Emerging markets have been one of the biggest surprises of the past 18 months. Since the beginning of 2025, emerging markets have returned 60%, outperforming developed markets and the S&P 500. Yet many investors remain under allocated, leaving them on the sidelines as leadership shifted. In this week’s Markets in a Minute, we discuss what’s driven this recent performance, what could continue to drive it, and how emerging markets can fit in an investor’s portfolio.

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