From the Desk of Ryan Beamon

Five Reasons the Run in Emerging Markets Could Continue | Weekly Market Commentary | February 9, 2026

After a stellar 2025 in which emerging market (EM) equities returned 34%, 2026 is off to a good start with the MSCI EM Index up 7% year to date. Last year’s near doubling of the S&P 500 return was driven mostly by a weakening U.S. dollar, which propped up EM returns, but attractive valuations and artificial intelligence (AI) investment played a role. This week we highlight five reasons we’ve warmed up to EM.

Weekly Market Commentary | Five Reasons the Run in Emerging Markets Could Continue | February 9, 2026

PL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings and AI-driven growth.

ISM Offers Additional Positive Earnings Signal

ISM Offers Another Positive Earnings Signal Jeff Buchbinder | Chief Equity StrategistLast Updated: February 05, 2026 In yesterday’s LPL Research blog, we highlighted the relationship between South Korean exports and U.S. corporate profits. Simply put, the boom in export data reflects strength in the technology supply chain, which, in turn, suggests a healthy environment for…