
Rebounding economic growth and manageable inflation have left emerging market stocks well positioned, but managing volatility remains a must.
Why Portfolio Managers Should Construct Asset Portfolios with Emerging Markets in Mind
Low interest rates, alleviation of geopolitical issues and the expected cyclical recovery in 2021 support optimism for investments in emerging markets. While inflation is always a risk, growth in productivity to meet higher consumer demand can address inflation to an extent. The volatility inherent in emerging markets investments can be managed with a balanced portfolio that places greater weight in resilient and established businesses.
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