{"id":4946,"date":"2026-03-05T13:13:08","date_gmt":"2026-03-05T13:13:08","guid":{"rendered":"https:\/\/www.europesays.com\/iran\/4946\/"},"modified":"2026-03-05T13:13:08","modified_gmt":"2026-03-05T13:13:08","slug":"global-x-says-double-down-on-emerging-markets","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/iran\/4946\/","title":{"rendered":"Global X says double down on emerging markets"},"content":{"rendered":"

\"Energy<\/p>\n

It may be time to dive deeper into the emerging markets trade.<\/p>\n

Despite risks tied to the war with Iran, Global X ETFs’ Malcolm Dorson points to weaker dollar<\/a> trends and uncertainty at home as a tailwind for the group.<\/p>\n

“It might be time to double down,” the firm’s senior portfolio manager told CNBC’s “ETF Edge<\/a>.”<\/p>\n

He expects a burst of U.S. war spending will soften the greenback, which jumped this week, and create a favorable backdrop for emerging markets.<\/p>\n

Zoom In IconArrows pointing outwards<\/p>\n

When asked about whether the dollar’s near-term strength could stick, Dorson responded, “for sure.” <\/p>\n

However, it’s not his base case.<\/p>\n

“A lot of people are trying to say this is going to be over in a week or two. We’re not sure,” he said. “However, I do think there are a lot of reasons to take advantage, to buy the dip here [in emerging markets.]”<\/p>\n

As of Wednesday’s market close, the iShares MSCI Emerging Markets ETF (EEM)<\/a> is off more than 5% week to date. It’s still up almost 37% over the past year. <\/p>\n

VettaFi’s Cinthia Murphy also sees advantages by putting money to work abroad and finds investors have grown accustomed to geopolitical noise.<\/p>\n

“There is no question that international has been the flavor of the year,” the firm’s director of research said.<\/p>\n

Murphy indicates energy is the area to watch if the Iran conflict becomes prolonged.<\/p>\n

“European markets are super dependent on energy and oil<\/a> coming out of the Middle East,” she said. “So, I think it could really shake things up a lot.”<\/p>\n

Murphy listed the United States Oil Fund (USO)<\/a> as a potential way to play energy. It’s up 12% so far this week and up 32% this year, as of Wednesday’s close. <\/p>\n","protected":false},"excerpt":{"rendered":"It may be time to dive deeper into the emerging markets trade. Despite risks tied to the war…\n","protected":false},"author":2,"featured_media":3946,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[3453,208,3437,157,135,126,131,1822,3446,3450,147,154,3448,3449,3457,133,3454,3459,1304,108,1063,698,34,3451,3452,1758,111,110,207,3447,3460,3458,3456,3455,570,51,117,109,3445,2361,36,699],"class_list":{"0":"post-4946","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-iran","8":"tag-alerian-mlp-etf","9":"tag-breaking-news-economy","10":"tag-breaking-news-investing","11":"tag-breaking-news-markets","12":"tag-business-news","13":"tag-chevron-corp","14":"tag-conocophillips","15":"tag-crude-oil-markets","16":"tag-currency-markets","17":"tag-dxy-us-dollar-currency-index","18":"tag-economy","19":"tag-energy","20":"tag-energy-transfer-lp","21":"tag-enterprise-products-partners-lp","22":"tag-exchange-traded-funds","23":"tag-exxon-mobil-corp","24":"tag-forex-markets","25":"tag-global-trade","26":"tag-international-trade","27":"tag-invesco-db-oil-fund","28":"tag-invesco-qqq-trust","29":"tag-investment-strategy","30":"tag-iran","31":"tag-ishares-msci-brazil-etf","32":"tag-ishares-msci-eafe-etf","33":"tag-ishares-msci-emerging-markets-etf","34":"tag-ishares-msci-india-etf","35":"tag-lp","36":"tag-markets","37":"tag-oil-and-gas-drilling","38":"tag-personal-investing","39":"tag-political-events","40":"tag-schwab-emerging-markets-equity-etf","41":"tag-state-street-spdr-portfolio-emerging-markets-etf","42":"tag-stock-markets","43":"tag-united-states","44":"tag-united-states-brent-oil-fund","45":"tag-united-states-oil-fund","46":"tag-us-dollar","47":"tag-wall-street","48":"tag-war","49":"tag-wti-crude-sep25"},"share_on_mastodon":{"url":"","error":"Validation failed: Text character limit of 500 exceeded"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts\/4946","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/comments?post=4946"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts\/4946\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/media\/3946"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/media?parent=4946"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/categories?post=4946"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/tags?post=4946"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}