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Echoes of late 2015

Weekly investor research

28 November 2016

There are a number of obvious similarities in the outlook for EM going into next year and where markets were last year. In late 2015 markets had also been too fearful only to give way to strong returns in subsequent quarters. The big change between now and then – Donald Trump’s election – is unlikely to live up to extremely bullish expectations now being priced into the US economic outlook – and hence in the USD, stocks and bond yields. As such, we think this quarter constitutes an attractive entry point for investors considering adding exposure in EM.

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