Inflation in the emerging markets will rise further over the next three months followed by further tightening measures, while the US has seen a rapid rise in growth expectations, says Jeremy Podger at Threadneedle.
The firm's head of global equities says inflation in the emerging economies is surprising on the upside, leading investors to question the consensus overweight in emerging market assets. In contrast,...
The US dollar is close to peaking and the risks now seem to be on the downside.
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