Views & News

Video: Global Pendulum Swing Spells Opportunity for Emerging Markets

| Emerging Markets Equities
James Syme
Paul Wimborne
Ada Chan
28 Aug 2024

Soft US data and the unwinding of yen-funded carry trades triggered rapid sell-offs this month, sending emerging markets scrambling amid a market rout. Despite high volatility, emerging markets could be poised to ride an upswing — especially on the heels of a Fed rate-cut. Senior Fund Manager James Syme breaks down the market chaos and highlights key areas of opportunity.

 

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The views expressed are those of the portfolio managers as of August 2024 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.

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