Disclaimer
The views expressed are those of the portfolio manager as of March 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.
Shorter-term economic data sources and their usuefulness in navigating the impacts of the coronavirus spread in China.
Many investors have assumed that dollar strength is the new normal, but pressure on the dollar is building. And when the dollar does roll over, the history of EM equities suggests the asset class could deliver very strong returns.
Improving US dollar liquidity and a weaker dollar have the potential to drive very strong economic uplift and equity market returns in EMs.
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