Webinar Replay: Capturing Alpha in Emerging Markets

Portfolio managers Jonathan Shelon and Anthony Sassine discuss the recent performance of the Krane Dynamic Emerging Markets Strategy, their views on how best to capture alpha in Emerging Markets, and provide an introduction to the Krane China Growth Strategy, the Krane China Dynamic Growth Strategy, and the Krane China Innovation Strategy. Please click here to

Are We Nearing Peak Volatility In EM & China?

Executive Summary The global sell-off in equity and bond markets so far this year has left investors with precious few places to hide. US investors have enjoyed a decade-plus of ample liquidity, low inflation, and low rates. It seems that the US is moving into a new phase of economic dynamics, which may reflect poorly

KraneShares & Impact Advisors’ Chris Steward Discuss Advantages of EM Models

Impact Advisors’ Chris Steward joins KraneShares’ Jonathan Shelon to discuss why he decided to use the Krane Dynamic Emerging Markets Strategy for his clients’ emerging markets (EM) exposure. They also discussed why having a strategic allocation to EM is important, why China should be considered an asset class in its own right, and the advantages

Krane Model Portfolios Now Available on Evestnet, Vestmark, and Adhesion

New York, N.Y. November 17, 2021 – Krane Funds Advisors, LLC (“KraneShares”), a global asset manager known for its China-focused exchange-traded funds (ETFs) and innovative China investment strategies, today announced that the Krane Model Portfolios are now available on the Envestnet, Vestmark, and Adhesion Turnkey Asset Management Platforms (TAMPs). The Krane Model Portfolios are differentiated core,

Growth Revival Stalled By Supply-Side Shortages

Overview Growth stocks showed signs of revival starting in mid-May of 2021, but the continuously expanding commodity shortages have stalled their progress. Energy shortages in Europe and China have led to a rally in energy prices and inflation fears. The yield on the 10-year US Treasury bond is at a fresh multi-month high as the

Emerging Markets: Did the Value Cycle Become a Value Phase?

Global Macro Impacting Emerging Markets (EM) The inflation saga in the U.S. continued to impact global equities and emerging markets in the second quarter of 2021. As the pace of the U.S. recovery gained momentum, pressure began to mount on the Fed to reconsider its loose monetary policy stance. The debate remains whether the current