INSIGHTS

Increasing Allocation to Emerging Markets

Amy and I continually evaluate opportunities to strengthen portfolio diversification and long-term growth potential. As part of this process, we have recently increased our allocation to emerging markets.

Angus Schaal
C. Angus Schaal, CFP®

Senior Managing Director

Amy Bush
Amy Bush, CFA

Chief Investment Officer

Why Emerging Markets?

Emerging economies represent a diverse set of regions with powerful structural growth drivers. Countries such as China, India, Brazil, Mexico, Indonesia, and South Africa are benefiting from favorable demographics, rising middle-class consumption, and investment in infrastructure and technology. Allocations to these markets also broaden portfolio exposure beyond developed economies, providing diversification benefits and potential for enhanced returns.

We favor emerging markets right now because the US dollar is weak. A softer dollar tends to benefit countries with dollar-denominated debt and can boost returns for investors in local currencies. Combined with attractive valuations in many emerging economies, this environment makes them an appealing part of a diversified portfolio.

Our Perspective

We believe emerging markets offer a compelling balance of opportunity and diversification at this stage of the market cycle. While short-term volatility is always possible, the long-term trends supporting these regions remain strong. Our increased allocation reflects our conviction that emerging markets can play an important role in driving portfolio resilience and growth over time.

The Bottom Line

By allocating more capital to emerging markets—including economies such as China, India, Brazil, Mexico, Indonesia, and South Africa—Tandem Wealth is taking a proactive step to capture opportunities across a wider global landscape, helping our clients pursue growth while maintaining diversified, well-balanced portfolios.

Disclosures:

Tandem Wealth Advisors LLC (“Tandem”) is an SEC-registered investment adviser.

The information published herein is provided for informational purposes only and does not constitute an offer of investment advisory services. All information is subject to change without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. No investment process is free of risk, and investors may lose all their investments. Past performance is not indicative of current or future performance and is not a guarantee. The opinions expressed in this document may not fit your risk and return preferences. The information provided is obtained from sources believed to be reliable, but we cannot attest to its accuracy. Past performance is not necessarily indicative of future returns.

Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations or comparable terminology. Due to various risks and uncertainties, actual events, results, or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance, or a representation of future events or conditions.

Additional copies of Tandem’s ADV Part 2A and/or Privacy Policy are available upon request by phone at 602-297-8600 or by email at [email protected].

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