One of the big 2025 stories has been the resurgence of emerging market equities. As of September 9, the MSCI Emerging Markets Index was outpacing the S&P 500 by a nearly 2-to-1 margin.
In the early part of this century, emerging market equities were all the rage. And those stocks delivered on the hype.
Emerging markets are entering a new bull run, driven by improved inflation and stronger economic growth prospects. 2025 looks like a good time to increase exposure to these markets. Non-state-owned enterprises generally offer higher asset quality and innovation, outperforming SOEs; Wisdom Tree's ETFs avoid SOEs for better returns.