Disclaimer
The views expressed are those of the portfolio managers as of July 2022 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.
Inflation is not all bad news in emerging markets
Floating exchange rates are likely to limit the impact of rising US rates on emerging markets
Rising commodity prices will have a powerful impact on emerging markets, for exporters and for those that import and subsidise the 'Three Fs', food, fuel and fertilizer.
For a better experience, we recommend viewing this website in landscape orientation.
