RWC's head of emerging markets John Malloy has said President Donald Trump's policies could be more of a tailwind than headwind for EMs as commodity-producing nations benefit from new infrastructure policies, while he added fears of a trade war are overblown.
The manager (pictured) of the $180m Global Emerging Markets fund, which launched in December 2015, said emerging markets outperformance versus developed markets, as seen in 2016 for the first time in four...
The US dollar is close to peaking and the risks now seem to be on the downside.
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