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EM investment opportunities for 2021
Tuesday 09 February 2021
Research / Market
Global investors are currently dealing with two key challenges: find decent yield for their fixed income portfolios in a world of ultra-low or negative interest rates and access some exposure to growth at a reasonable price. EM market assets may offer some opportunties in addressing these challenges and have the potential, in our view, to outperform other asset classes both in equity and fixed income in 2021...
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As the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar. In the medium to long term, the extra-sized US fiscal stimulus will provide downward pressure to the dollar.