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EM flows have barely begun – the value is compelling

Weekly investor research

30 August 2016

• Much has been made about recent inflows to EM, but we think institutional investors have barely begun to allocate and the value proposition remains extremely strong in local bonds. • Michel Temer set to become Brazil’s next president this week as attention turns to fiscal matters. • Colombia will also soon embark on fiscal reform after the peace accord referendum on 2nd October • Clouds are gathering over South Africa, where we see no end to the political struggle at the heart of the ANC government. • Global markets waited for Jackson Hole with baited breath – central bankers have become far too important to stimulus addicted markets

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