Rethinking Risk: Why Smart Asset Allocation in Emerging Markets Matters
On location at the Exchange at 2026 ETF conference, host Ryan Nauman welcomes Ed Lopez, Head of Product Management at VanEck and host of the Trends with Benefits podcast, to discuss emerging markets after strong 2025 performance. Lopez explains how diversification benefited investors in 2025 as emerging market equities rose over 30% and emerging market debt returned around 17%, but notes recent risk-off sentiment tied to the Iran conflict and a move back into the U.S. dollar. He outlines longer-term reasons to be constructive on emerging markets, including central bank diversification away…
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