As we think about 2020, the biggest concern in emerging markets (EM) revolves around the contagion risks linked to US-China trade negotiations and possible knock-on effects of a divisive US election year.
Plans to expand team’s research resources
Fund brand would compete with UCITS and AIFs
Equities sold off aggressively during 2003 SARS outbreak
Most successful managers take a trip down memory lane
But growth and sentiment set to improve
But opportunity to be found outside of the traditional
Significant discounts emerging
The world’s economies are at different stages in the business cycle.