February 17, 2017 | less than a minute read

Emerging Markets vs Trump

AMC Executive Search

Interesting piece from GMO exploring the notion that EM Debt and Equity will outperform the US over the next 7 years. Continues the theme of EM talent interest we have noted with clients

Emerging market equities and bonds will outperform US assets over the next seven years, according to forecasts from GMO, which believes the current sell-off in developing country stocks on fears over the potential impact of Donald Trump's presidency are unjustified in the long term.