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
| less than a minute read
Emerging Markets vs Trump
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.
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