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Tag Archives: Emerging Markets
Another Year of MOTS and FOMO?
(first published January 14) 2017 was a stellar year for asset markets: simply being long risk was sufficient to achieve strong returns. For 2018, market participants are optimistic on the back of expectations of above-trend global growth and broadly ac-commodative monetary … Continue reading
Is It Time to Buy Emerging Markets?
The dismal performance of emerging market equities during the past three years (a total of -20%) suggests that a rebound may lie around the corner. Yet, country-specific factors aside, three key global factors argue otherwise: 1) insufficiently attractive EM valuations, … Continue reading
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