Insights

Quietly Chugging Away. Why Emerging Markets Deserve More Attention

Head of Investment Strategy & Research, Australia

  • Emerging market (EM) performance accelerated throughout the pandemic and is likely to continue to perform strongly.
  • EM earnings look positive with valuations reflective of the current low rates and yields.
  • Recent USD strength has mainly been against G10 currencies and more mixed against EM currencies.
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