BlackRock(@BlackRock):We’re back to an overweight in EM equities. As higher rates raise the hurdle for returns, we see EM earnings clearing that higher bar. Stronger fundamentals and a cleaner tactical backdrop support our view. Watch Michel Dilmanian, Portfolio Strategist at the BlackRock Investment Institute, explain why in this week’s #MarketTake:

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BlackRock@BlackRock

2026.09.16 19:40

We’re back to an overweight in EM equities. As higher rates raise the hurdle for returns, we see EM earnings clearing that higher bar. Stronger fundamentals and a cleaner tactical backdrop support our view. Watch Michel Dilmanian, Portfolio Strategist at the BlackRock Investment Institute, explain why in this week’s #MarketTake#:

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