Emerging Markets

Monday, 25 November 2019

With low inflation and central bank policy keeping bond yields very low or negative, there is no good alternative to equities in institutional portfolios. Furthermore, emerging markets offer better prospects for monetary stimulus and corporate earnings growth than developed markets do. Therefore, despite major geopolitical risks, maintaining a Neutral Emerging Market equities weighting still makes sense.

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Maria Thorvardardottir

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Maria Thorvardardottir