After more than a decade of lackluster performance, established international and emerging markets are growing in popularity. What’s driving this, and what could derail this investor enthusiasm? Paul Baiocchi of SS&C ALPS Advisors and Malcolm Dorson of Global X ETFs sits down with CNBC’s Julia Boorstin to talk about this comeback. They also discuss the latest trends in energy and active ETFs, and how tariffs are impacting funds.