Emerging Markets Equities

Plagued by Underperformance, Brazilian Real Seems Poised for a Comeback

Article | 26 Dec 2024

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.

Senior Fund Manager

Ada Chan is Senior Fund Manager of the JOHCM Global Emerging Markets Opportunities strategy.

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James Syme

Senior Fund Manager

James Syme is Senior Fund Manager for the JOHCM Global Emerging Markets Opportunities strategy.

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Paul Wimborne

Senior Fund Manager

Paul Wimborne is Senior Fund Manager for the JOHCM Global Emerging Markets Opportunities strategy.

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