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Happening Now
Market Week: February 9, 2026
Last week was defined by volatility as stocks whipsawed between deep, tech-led losses and a late-week rally.
Five Reasons the Run in Emerging Markets Could Continue | Weekly Market Commentary | February 9, 2026
After a stellar 2025 in which emerging market (EM) equities returned 34%, 2026 is off to a good start with the MSCI EM Index up 7% year to date. Last year’s near doubling of the S&P 500 return was driven mostly by a weakening U.S. dollar, which propped up EM returns, but attractive valuations and artificial intelligence (AI) investment played a role. This week we highlight five reasons we’ve warmed up to EM.
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