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Emerging Markets Equities

Plagued by Underperformance, Brazilian Real Seems Poised for a Comeback

Article | 26 Dec 2024
Ada Chan
James Syme
Paul Wimborne
EMERGING MARKETS SPOTLIGHT | With an undervalued currency and policy interest rates 6.5% higher than both Brazilian inflation and US policy interest rates, we expect fixed income investors to return to Brazil in the year ahead, driving a stronger currency and better equity market returns.
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Blog Ada Chan James Syme Paul Wimborne EM Spotlight JOHCM Emerging Markets Emerging Markets Equities
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Ada Chan
Senior Fund Manager
Ada Chan is Senior Fund Manager of the JOHCM Global Emerging Markets Opportunities strategy.
View full profile
James Syme
Senior Fund Manager
James Syme is Senior Fund Manager for the JOHCM Global Emerging Markets Opportunities strategy.
View full profile
Paul Wimborne
Senior Fund Manager
Paul Wimborne is Senior Fund Manager for the JOHCM Global Emerging Markets Opportunities strategy.
View full profile

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