Why a Slowdown in Emerging Markets Could Be a Good Thing What's bad for emerging markets is good for the U.S., says Francois Trahan, founder of Cornerstone Macro. Here's why. Related Articles Podcast: Macro Is Back — But Ken Tropin Says That Doesn’t Make It Easy Julie Segal Institutions Reconsider Emerging Markets With ‘A Real Sense of Urgency’ James Comtois Portable Alpha: Rethinking the Architecture of a Portfolio Sponsored by Vontobel