Disclaimer
The views expressed are those of the portfolio manager as of January 2020, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
Improving US dollar liquidity and a weaker dollar have the potential to drive very strong economic uplift and equity market returns in EMs.
Despite the slowing global growth and trade war headwinds, James Syme outlines where the team are still finding opportunities.
Someday, this trade war’s going to end. That would be just fine for emerging market investors. Until then caution is warranted.
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