Columbia Emerging Markets Fund Q4 2025 Commentary

Columbia Threadneedle Investments1.01K FollowersFollow5ShareSaveCommentsSummaryColumbia Emerging Markets Fund Institutional Class shares posted a return of 3.47% in U.S. dollar terms for the quarter ending December 31, 2025.Emerging markets delivered a constructive but uneven fourth quarter, supported by improving global liquidity and persistent demand for artificial intelligence-related semiconductors.China lagged the broader EM universe, with ongoing challenges tied to property weakness, uneven consumption and AI industry valuation consolidation.SK Hynix, a major supplier of high-bandwidth memory for NVIDIA, reported record revenues and operating profits for the third quarter.Fed easing should act as a tailwind for EM equities, creating room for EM central banks to ease further and potentially drive a valuation re-rating. Funtap/iStock via Getty Images Fund performance Columbia Emerging Markets Fund Institutional Class shares posted a return of 3.47% in U.S. dollar terms for the quarter ending December 31, 2025. The fund's primary benchmark, the MSCI Emerging Markets Index - Net (the MSCI EM This article was written byColumbia Threadneedle Investments1.01K FollowersFollowColumbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.

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