Emerging Markets Rely on Global Fund Flows
Revisiting a key driver for the asset class: the direction of the US dollar and the capital flows that result from that.
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James Syme
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Paul Wimborne
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Ada Chan
Disclaimer
The views expressed are those of the portfolio managers as of January 2023 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.
