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The Case for Emerging Market Equities

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51 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