Global Perspectives

  • Top Ten Reasons Emerging Markets Poised to Rally in 2020

    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.

  • Despite “Phase One,” U.S.-China Trade Dispute Likely to Linger

    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.

  • The Bright Side of China’s Equities amid Trade War, Hong Kong Protests and Slowing Growth

    China’s GDP is changing, and creating new investment opportunities. Thornburg PM Lei Wang discusses the outlook for Chinese stocks, the market implications of the political turmoil in Hong Kong and prospects for European equities.

Effective investing in emerging markets requires in-depth knowledge driven by constant curiosity. Emerging Views is Thornburg’s online portal to share our timely discoveries, perspectives and insights into this complex, dynamic and always evolving space. Check back often for the latest thought-provoking contributions.

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