Emerging Markets — Are Flows Coming Back? We’re Looking For A Catalyst

State Street Global Advisors
Door augustus 8, 2018 11:02

Emerging Markets — Are Flows Coming Back? We’re Looking For A Catalyst

Are We Past The Most Challenging Times for Emerging Markets?

Emerging markets endured some turbulence after the aggressive trade war rhetoric surprised the markets in February this year. Since then, things have changed. Emerging market economic surprise indicators fell from a high of 39.5 mid-March to a low of -27.1 mid-June.1 These indicators recovered to 0 by the end of July, and performance started to turn the corner.

Meanwhile, the strong dollar (a result of better relative economic growth in the US), US 10-year Treasury yields passing 3%, and a modestly more hawkish Federal Reserve have had a strong impact on returns across emerging market indices, as per the table below. Again, as with economic surprise turning the corner, performance in July recovered somewhat.

State Street Global Advisors
Door augustus 8, 2018 11:02

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Asset Allocation Consensus September

Twitter

The integration of #ESG criteria often has a greater impact for emerging countries. Find out why in an interview with our expert #Karine_Jesiolowski (via @allnews_ch).

Low interest rates drive housing market -> https://t.co/XjhuRim2P7 #Interest #mortgages via @ABNAMROeconomen

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