Strong GDP growth combined with falling rates (both in the US and domestically) have set up a good foundation for emerging markets equity performance.India has been the standout performer and is now the second largest constituent of the emerging markets index. What other countries stand out and what are the key drivers for 2024? Listen in to the third episode of the East Capital Group 2024 Global Outlook Webinar Series, with East Capital’s CIO, Jacob Grapengiesser and David Nicholls, CFA, Portfolio Manager, to hear more about our emerging market outlook for 2024 and beyond. #marketingcommunications Past performance is no guarantee for future performance. Fund units may go up or down in value and may be affected by changes in exchange rates. Investors may not get back the amount invested. https://lnkd.in/d9zmN_Q3
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Although political uncertainty recently made an entrance, we see many reasons for optimism in emerging markets and believe the asset class remains under-owned by investors. With the potential for a Fed rate cut in the coming months, the prospects for emerging markets look bright. Read our outlook to learn more. https://lnkd.in/egXFp7UV
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1 week to go 📢 Join next week's webinar in association with Macrobond Financial and listen to our panellists (Meghna Shah, Chief Economist at Macrobond Financial, Alexis Roach, Emerging Markets Sovereign Analyst at Payden & Rygel and Elijah Oliveros-Rosen, Chief Economist, Emerging Markets at S&P Global Ratings) cover a macro and micro perspective of emerging market opportunities and the challenges still faced in investing and trading in these markets. Register here and join on 13th March at 3pm GMT: https://bit.ly/3wfFjJr As the outlook for markets in the first world countries continued to show a constriction of monetary supply, tight government spending and weaker corporate profits, emerging markets look to be a better opportunity for investors in 2024. The best emerging market opportunities continue to be India, Brazil and Saudi Arabia. To find the best opportunities in emerging markets, it comes down to data and the ability to cross compare countries easily and ensure that your asset allocation strategy is being supported by the strong analysis. Register here and join on 13th March at 3pm GMT: https://bit.ly/3wfFjJr #emergingmarkets #data
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Senior Vice President, Head of Austria at Lazard Asset Management & Member of the Advisory Board Desert Flower Foundation
With the potential for a Fed rate cut in the coming months, the prospects for emerging markets look bright. Read our outlook to learn more.
Although political uncertainty recently made an entrance, we see many reasons for optimism in emerging markets and believe the asset class remains under-owned by investors. With the potential for a Fed rate cut in the coming months, the prospects for emerging markets look bright. Read our outlook to learn more. https://lnkd.in/egXFp7UV
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Join us and Macrobond Financial for the webinar on 13th March at 3pm GMT. Register here: https://bit.ly/3wfFjJr As the outlook for markets in the first world countries continued to show a constriction of monetary supply, tight government spending and weaker corporate profits, emerging markets look to be a better opportunity for investors in 2024. The best emerging market opportunities continue to be India, Brazil and Saudi Arabia. To find the best opportunities in emerging markets, it comes down to data and the ability to cross compare countries easily and ensure that your asset allocation strategy is being supported by the strong analysis. Our panellists (Meghna Shah, Chief Economist at Macrobond Financial, Elijah Oliveros-Rosen, Chief Economist, Emerging Markets at S&P Global Ratings, and Alexis Roach, CFA, Emerging Markets Sovereign Analyst at Payden & Rygel) will cover a macro and micro perspective of emerging market opportunities and the challenges still faced in investing and trading in these markets. #emergingmarkets #data
Welcome! You are invited to join a webinar: Emerging Markets: Emerging market opportunities – A macro and micro perspective. After registering, you will receive a confirmation email about joining the webinar.
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For fixed income investors, emerging markets are an increasingly attractive option amidst a backdrop of stable global growth and falling inflation. Join us as we take a detailed look at why emerging markets should not be ignored, which areas are most attractive, and how investors can take action. ➡️ Register for Julius Baer's webcast on Feb. 22: https://ow.ly/mEoq30sA4Xx
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Schroders Emerging Markets Lens June 2024: your go-to guide to #emerging #markets. Consensus EM earnings growth forecasts have picked up to 21% for 2024; how is the picture evolving in #China? https://okt.to/PCNIUE
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Financial Markets & Investment Professional | Executive Director at Julius Bär | Expert in Investment Strategy & Market Analysis
It's time to reach for yield! For fixed income investors, emerging markets are an increasingly attractive option amidst a backdrop of stable global growth and falling inflation. Join us as we take a detailed look at why emerging markets should not be ignored, which areas are most attractive, and how investors can take action. ➡️ Register for Julius Baer's webcast on Feb. 22: https://ow.ly/YHF230szZck
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Last chance to register! https://lnkd.in/djTasFp4 Our webinar on Emerging Market Opportunities is live today from 3PM GMT (4PM CET, 11AM ET). Funds Europe editor Nick Fitzpatrick will speak with Meghna Shah, chief economist at Macrobond Financial; Alexis Roach, Senior Vice President Payden & Rygel and Elijah Oliveros-Rosen, chief economist emerging markets at S&P Global Ratings to: - Provide a glimpse into the 2024 global macro outlook with an emerging markets focus; - Discuss which emerging markets look to provide the best opportunities; - Consider the optimal trading strategy to ensure money isn’t left on the table; As the 2023 outlook for markets in the first world countries continued to show a constriction of monetary supply, tight government spending and weaker corporate profits, emerging markets look to be a better opportunity for investors in 2024. The best emerging market opportunities continue to be India, Brazil and Saudi Arabia. To find the best opportunities in emerging markets, it comes down to data the ability to cross compare countries easily and ensure that your asset allocation strategy is being supported by the strong analysis.
Welcome! You are invited to join a webinar: Emerging Markets: Emerging market opportunities – A macro and micro perspective. After registering, you will receive a confirmation email about joining the webinar.
zoom.us
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For fixed income investors, emerging markets are an increasingly attractive option amidst a backdrop of stable global growth and falling inflation. Join us as we take a detailed look at why emerging markets should not be ignored, which areas are most attractive, and how investors can take action. ➡️ Register for Julius Baer's webcast on Feb. 22: https://ow.ly/YMso30sA6OW
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For fixed income investors, emerging markets are an increasingly attractive option amidst a backdrop of stable global growth and falling inflation. Join us as we take a detailed look at why emerging markets should not be ignored, which areas are most attractive, and how investors can take action. ➡️ Register for Julius Baer's webcast on Feb. 22: https://ow.ly/G25U30sA43j
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