The drivers of emerging market equity returns are evolving as innovation and economic decoupling join favorable demographics as future sources of excess returns.
Insights
With U.S. elections approaching, investors should consider how more insular American economic policy could affect emerging markets (EMs).
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
In his emerging market equities outlook, Daniel Graña believes innovative companies and good governance offer a path to navigate near-term headwinds.
Brazil seeks fiscal stability while confronting high interest rates and a slowing economy.