FIVE KEYS TO EMERGING MARKET OUTLOOK
We continue to prefer emerging market (EM) equities in tactical asset
allocations. EM equities have given back strong early-year gains, pushing the
MSCI EM Index into negative territory year to date on a total return basis. Many
headwinds have weighed on EM stocks, including rising interest rates, U.S. dollar
strength (and related weakness in EM currencies), and trade war fears. Here we
highlight five keys to our EM outlook.
View the full weekly market commentary here.
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