|TOP PICK||$55.200||CAUTIOUSLY OPTIMISTIC||NORTH AMERICAN & ETFs||Yes|
The big, big name in this space is Wisdom Trade (?), which is about $4 billion. This is a small fund. What is happening is that pension funds globally, sovereign wealth funds, insurance companies are looking for ways to diversify their yields. Interesting play because you have a very much changing philosophy around payout ratios of companies in emerging markets. Thinks the dividend theme is graduating on the global scale of what kind of risks people want to take.
Possibly he was referring to, WisdomTree Emerging Markets Equity Inc (DEM)
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