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Emerging Markets after the summer sell-off: Hold or Add?
24 September 2013
We believe Emerging Markets (EM) debt and equities are likely to offer attractive
returns over the next 12 months due to strong technicals, improving
fundamentals, and attractive valuations in the wake of the summer sell-off.
Intra-EM trade rose significantly despite protectionist policies during the first half of Donald Trump’s first term
Weekly investor research
17 February 2020
Intra-EM trade rising despite protectionist policies. Lebanon’s parliament approves confidence vote in PM Diab’s cabinet. Argentina rolls dual currency local bond as Minister Guzman speaks to parliament....
It is tough to beat the long term risk-adjusted returns of emerging markets (EM) sovereign debt. The asset class has consistently delivered steady performance even during poor macroeconomic environments...