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Mike Jennings

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2024

WorldWatch

Globe Time for EM assets to shine

1 October 2024

Amid a widening economic growth differential, attractive relative valuations and light investor positioning, we see multiple reasons for asset allocators to revisit EM, with the Fed’s first rate cut being a key catalyst for this shift to begin in earnest. After many years of disappointing returns from EM assets, we believe it is their time to shine. 

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