Latest Insights

The Case for Emerging Market Equities

222 days ago (09 Mar 2017)  |  

Emerging market (EM) equities have underperformed developed market equities for the past six years. With the potential for rising US rates and a stronger US dollar there is concern in some quarters that this trend will continue.

EFG's Chief Economist Daniel Murray discusses a number of structural and cyclical factors that we believe outweigh the potential drag from dollar strength, lending support to EM equities.

Click here to read the full research note

Related Insights

NC Web Indepth.PNG
06 Jun 2017  |  

UK Election: Déjà Vu

In this edition of Indepth, Daniel Murray, Deputy CIO and Global Head of… Read more
Ahead of the next ECB Monetary Policy Meeting on 20 July, EFG's chief economist,… Read more
NC FED.png
16 May 2017  |  

The Fed's balance sheet

In this editionof Infocus, we answer seven frequently-asked questions about the… Read more