The pivot favoring emerging markets

BlackRock
Door juli 1, 2019 07:38

The pivot favoring emerging markets

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Russ explains why the suddenly easier central bank policies could be key for emerging markets.

During the week of June 17th, almost every asset class, from emerging market debt to bitcoin, surged. The catalyst? The same one responsible for the 10-year old bull market: easier monetary policy. This suggests that while uncharacteristically stingy central banks may have harmed risky assets last year, 2019 is shaping up to be yet another year of liquidity driven gains.

Under this scenario, assets levered to financial conditions are likely to be some of the best performers. Included among them: emerging markets (EM) stocks.

Since late February, the MSCI Emerging Market Index has been flat. In contrast, developed market equities have gained about 5%. With the recent pivot by central banks, it may be time for EM stocks to start playing catch-up.

Bang for the buck

Buying emerging markets at a time of decelerating global

BlackRock
Door juli 1, 2019 07:38

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