Emerging Markets Charts & Views

Also Interesting

• Weekly Economic Commentary
• Frontier Markets Debt: hebben Europese beleggers een verkeerd beeld van Afrika?
• Het inflatierisico van pensioenfondsen

Seek opportunities, but be aware of short-term volatility

Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to see opportunities in all EM segments (equity, bonds in hard currency and in local currency) with a medium to long-term view. In the short term, we anticipate phases of volatility as geopolitical uncertainty remains high (especially on trade negotiations) and China is engineering a soft landing of its economy. Against this backdrop, we believe investors could seek entry points in periods of volatility to further add into EM assets.