Opinions Larry Berman CFA, CMT, CTA
iShares Core MSCI Emerging Markets ETFIEMGBUYJul 06, 2026
Larry Berman CFA, CMT, CTAStock price when the opinion was issued
As of Jul 06, 2026. Market Open.
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Canadian investors are too light in international markets. This ETF gives broad EM exposure across all market caps. Very low MER of 9 bps. Pretty diversified at over 2800 holdings -- you want to be diversified with EMs, as they tend to be pretty volatile. He expects GDP for EMs to grow ~3.9% in 2026, compared to developed markets at 1.8%.
Exposure here to Taiwan, South Korea, China, India, and Brazil -- the fastest-growing economies in the world. Taps into growth companies in technology, financials, and consumer discretionary outside NA. Valuation of the EM index is about 35-40% lower than that of the S&P, and it's been outperforming the S&P since early 2025.
Positive structural tailwinds of EMs -- demographics, urbanization, rising wealth, rising domestic consumption.
Stan Wong
He has a smaller allocation to Emerging Markets compared to developed markets (like US or Canada). He likes this one. Very big ETF in US dollars. This one doesn’t have small caps. He prefers to be out of small caps in Emerging Markets given the volatility.
John Hood
He's looking at Africa, where stocks are not diverse, with a lot of mining, banks and telcos. More and more growth is coming outside the US in the next coming years. Historically, if the US dollar is weak, emerging markets outperform and vice versa.