Webcast:
Second Quarter 2024 Strategy Outlook: Balancing Act
Peter will discuss the outlook on the economy and financial markets for the rest of this year and beyond. Some of the issues to be examined include:
The Global Investment Strategy service predicted both the…
| EM Equities In USD | |
| Absolute Performance | Neutral since March 19, 2020 |
| Relative To Global Equities | Underweight since March 25, 2021 |
| EM Sovereign Credit (Excess Return In USD) | |
| Absolute Performance | Neutral since June 4, 2020 |
| Relative To US Corporate Credit | Underweight since March 25, 2021 |
| EM Local Currency Bonds (Total Return In USD) | |
| Absolute Performance | Neutral since April 23, 2020 |
| Yields will move lower but currencies remain at risk | |
| EM Equities In USD | |
| Absolute Performance | Neutral since March 19, 2020 |
| Relative To Global Equities | Underweight since March 25, 2021 |
Emerging Markets Strategy
23 November 2022
Editorial Board
Arthur Budaghyan
Chief EM/China Strategist
Rajeeb Pramanik
Senior EM Strategist
Juan Egaña
Associate Editor
Ellen Jingyuan He
Associate Vice President
Ziyuan Huang
Research Associate
Armen Hamazaspyan
Research Associate
Roukaya Ibrahim
Vice President, Daily Insights