Institutional Investor – September 14, 2020 – By Julie Segal

Investors in U.S. markets, which have been impervious to the dire economic news, may want to pay attention to what’s happening in the parts of the world that can’t rely on government help.

Even though U.S. stocks are behaving like government stimulus will go on forever and Covid-19 will vanish shortly, emerging markets are giving investors a taste of what could happen when the world ultimately normalizes.

One notable trend is that value stocks in emerging markets have finally stabilized. Value stocks have underperformed for years, setting off a frenzied debate on whether or not the investing style still works.

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