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...