Before Economic Forums were mainstream on Wall Street, our investment professionals were gathering to identify economic and market trends for our clients. Decades later, the cornerstone of our process is stronger and more important than ever.
EM as a whole stands to potentially benefit from China’s post-pandemic economic reopening, with differentiation among individual countries as global trade allegiances shift.
After withstanding a multitude of global challenges last year, emerging markets look poised for improvement as inflation recedes and the path of monetary policy comes into view.
Emerging market valuations appear attractive, but country-specific risks can be critical to monitor amid global inflation and rising interest rates.
The varied responses of individual countries to global inflationary pressures have contributed to elevated real-rate differentials between developed and emerging markets.
Explore our rigorous three-E -- exclusion, evaluation, and engagement – approach to investing in our dedicated ESG strategies and how we work to provide solutions that result in very direct and real outcomes for our clients.