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Picking up where we left off
Weekly investor research
08 January 2018
Emerging Markets (EM) have picked up where they left off last year – with solid performance. Fundamentals look good too, in most countries. We summarise the main developments in EM over the holiday period.
EM is nearly 50% of global GDP, but EM countries have only issued 22% of the world’s outstanding bonds, so there is widespread recognition that EM countries are healthier than developed countries when...
Emerging Markets (EM) fixed income should deliver compounded returns ranging from 30% to 60% in Dollar terms over the 2019-2023 investment horizon as markets revert to unwinding the so-called ‘Quantitative...