Disclaimer
The views expressed are those of the portfolio manager as of August 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.
A top-down look at the countries the JOHCM Emerging Markets Opportunities team are avoiding.
The US hegemon versus the Chinese challenger: echoes of history
Emerging markets to avoid: the JOHCM Emerging Markets Opportunities team provide their top down analysis.
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