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VanEck Blog
Emerging Markets EquityOctober 19, 2018
Markets Stop Panicking When Central Banks Panic
David Semple, Portfolio Manager
In this Q&A, Portfolio Manager David Semple explores the challenges that emerging markets faced in Q3, as well as the resulting volatility and, in our opinion, overreaction.
Emerging Markets EquityJuly 19, 2018
Solid EM Micro Despite Macro Angst
by David Semple, Portfolio Manager
Read moreQ2 proved challenging, sparking conflicting views on emerging markets, but we continue to emphasize the underlying health of the asset class.
Emerging Markets EquityMay 02, 2018
Q&A with David Semple: Emerging Markets Opportunities and Concerns
by David Semple, Portfolio Manager
Read moreFrom rising rates and signs of protectionism to areas of strong structural growth, Portfolio Manager David Semple shares his thoughts on what’s ahead for emerging market equities.
Emerging Markets EquityApril 19, 2018
Tariffs, Treasuries, and Tech
by David Semple, Portfolio Manager
Read moreEmerging markets equities gained in Q1, and the outlook remains bright as investor concerns appear to be more noise than actual threats.
Emerging Markets EquityJanuary 24, 2018
Many Reasons To Be Cheerful About 2018
by David Semple, Portfolio Manager
Read moreWe are excited about the prospect for 2018 as we believe we are in the midst of a multi-year earnings up-cycle coupled with a conducive macro environment and reasonable valuations.