The Fed is poised to join the global easing bandwagon, fueling a surge in risk asset prices. As market distortions from easy money grow, so does the importance of security selection and portfolio allocation.
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After false starts in the last few years, we believe emerging markets are set to deliver strong performance in the year to come thanks to accelerating and broad-based drivers.
As “strategic competitors,” bilateral friction won’t go away anytime soon, but extensive economic integration and shared interests should facilitate longer-term accords and investment.
Thornburg portfolio manager Charlie Wilson believes that a tide is turning in developing countries, and the result may be a more stable opportunity set for investors going forward.
Most muni bonds issue proceeds are used to finance social and environmental needs, a mission match for ESG investors.
