Emerging Markets: How Investors Are Responding To Shifting Global Paradigm

The Bid by BlackRock738 FollowersFollow5ShareSavePlay(24min)CommentsSummaryEmerging markets broad index up 12-ish percent, that's up there with some of the best-performing asset classes of the year, like gold.It's harder to build portfolios where the assets move in opposite directions or at least not very closely together.People thought the dollar would always strengthen, perhaps Nasdaq and the S&P would always go up and they would always outperform everything else.Typically, a weaker dollar has tended to help emerging markets outperform, particularly if that weaker dollar is not associated with a sharp global growth slowdown. wildpixel/iStock via Getty Images Transcript Oscar Pulido: Emerging markets have long been shaped by global forces, but in 2026, it's not just about reacting to the world's biggest economies, it's about how local dynamics, capital flows, and investor sentiment are converging in a veryThis article was written byThe Bid by BlackRock738 FollowersFollowOn The Bid podcast, BlackRock senior investors and strategists share their take on timely market insights. Hear from Richard Turnill, Rick Rieder and others as we discuss the most pressing questions on the minds of investors today.