Video update: Positioning for an upturn in emerging markets
“They don’t ring a bell at the top of the market…they don’t ring a bell at the bottom either”
James Syme, Senior Portfolio Manager
2018 was a difficult year for emerging markets, with a number of country-specific challenges leading to weakness in both equities and currencies.
In this quarterly update, James Syme reviews the Strategy’s performance over the past quarter and provides:
– a perspective on country-specific impacts from US economic policies;
– the underlying dynamics in China beyond the trade narrative; and
– the signs to look for ahead of a upturn in emerging markets