Viewpoints Shifting Realities and Opportunities in Emerging Markets EM have become more resilient but risks remain.
One truism spanning the last three decades has been that emerging markets are a leveraged play on global growth – often outperforming when developed markets (DM) are growing but susceptible to sharp downturns when DM conditions are less favorable.While this trend remains intact, understanding what has changed in the wake of developed market financial crises and the shift in the geopolitical landscape in the past few years is central to defining the emerging markets (EM) investment opportunity set going forward. To Read the Full Article Log In Or Register
Blog Assessing Inflation’s Effects Across Emerging Markets The varied responses of individual countries to global inflationary pressures have contributed to elevated real-rate differentials between developed and emerging markets.
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Blog Assessing Inflation’s Effects Across Emerging Markets The varied responses of individual countries to global inflationary pressures have contributed to elevated real-rate differentials between developed and emerging markets.
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