Callum, I think you pretty much nailed it: this is probably an important turning point based on many factors. I am slowing allocating into this area. I have tried to find a 'frontier' markets ETF available in the US and it seems the last one was eliminated several years back. (Probably a good sign from a contrarian point of view)
Thanks Steve. Yes that was disappointing (and I noted half in jest around the time that it might be a bullish signal and sure enough Frontier equities rallied substantially over the past year!). But yes unfortunately there's no more FM equity ETF, I believe the only way to access it now is through a managed fund...
Callum, I think you pretty much nailed it: this is probably an important turning point based on many factors. I am slowing allocating into this area. I have tried to find a 'frontier' markets ETF available in the US and it seems the last one was eliminated several years back. (Probably a good sign from a contrarian point of view)
Thanks Steve. Yes that was disappointing (and I noted half in jest around the time that it might be a bullish signal and sure enough Frontier equities rallied substantially over the past year!). But yes unfortunately there's no more FM equity ETF, I believe the only way to access it now is through a managed fund...
Very informative. Thank you.
Thanks Steve, appreciate it. Anything in particular stand out from your view?
When you say EM, which countries do you include? Thanks for the allocation reminder as always Caleb:)
Oh yes, I should have mentioned, I am just going with the MSCI definitions -- see their latest country classifications chart here: https://www.msci.com/indexes/index-resources/market-classification