EM equity performance is correlating less with that of Developed Markets shares. We look at the reasons why.
Read how EM and small cap companies are increasingly distinguishing themselves in the ESG universe.
Emerging Markets in 2018
There are four fundamental factors that should sustain EM growth over 2018: a pick-up in global trade; higher commodity prices; a weaker US dollar; and monetary policy shifting to a pro-growth agenda.
Emerging Market Debt
Investors in emerging market debt need to consider whether to buy hard currency or local currency bonds as they have different characteristics.
Recent issues may have caused concern that EM bond yields are too low for the risk taken, but we think the majority still offer value.
After years in the wilderness because of bankruptcy and recession, Argentina is back on a path toward inclusion in the global investment universe.
The views expressed in this material are the views of SSGA through the period ended 17 November 2017 and are subject to change based on market and other conditions.