$EMF

The Oakmark International Fund's Q1 2026 commentary highlights significant global investment strategies focused on undervalued companies. The fund manager discusses the improved economic outlook in Europe, driven by rising consumer spending and easing inflationary pressures. They also express cautious optimism about emerging markets, specifically pointing to growth potential in Asia despite geopolitical tensions. The commentary encourages investors to consider long-term opportunities rather than reacting to short-term volatility. Overall, a shift towards quality stocks and sectors benefiting from the recovery trend was emphasized.

Touchstone Sands Capital's commentary on their Emerging Markets Growth Fund for Q4 2025 highlights a favorable outlook for emerging markets, driven by economic recovery and growth potential. The report indicates a strong performance from selected sectors, particularly technology and consumer goods, which are expected to benefit from increased consumer spending. The fund's strategy emphasizes diversified investment in high-growth companies, anticipating further capital inflows into emerging markets as global economies stabilize. However, there are cautionary notes regarding geopolitical risks and inflationary pressures that could impact returns. Overall, the commentary paints a bullish picture for emerging markets while highlighting some challenges ahead.