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Despite the most aggressive US rate hikes in four decades, emerging markets have come through largely unscathed. Read Nicholas Shubitz's view here:  https://lnkd.in/ddzsxAPk #financialservices #investing #inflation #emergingmarkets

Get the latest insights on currency trends, emerging markets, and global inflation. Stay informed with LFA, your trusted wealth manager. https://bit.ly/4b7UC5E #GlobalMarketUpdate #InvestmentInsights #InternationalDiversification #LFA

Fed’s Rate Cuts: A Boon for Emerging Markets? The U.S. Federal Reserve signals a potential reversal in interest rates, with rates set to drop in the coming quarters to support the domestic economy. This decision is expected to have significant global ripple effects, particularly benefiting emerging markets. As the U.S. dollar weakens and dollar-denominated assets become less attractive, investors are looking towards emerging markets for higher returns. A major shift in global capital flows could be on the horizon, with developed economies cutting rates and investors seeking markets with higher yields and growth potential. Latin America, Africa, and Asia are poised to benefit, offering investors strong returns and opportunities for real economic development. #EmergingMarkets #Investing #GlobalFinance #InterestRates #InvestmentOpportunities #MarketTrends 🌍💼

🌟 Q2 2024 Fund Focus 🌟 Equity markets continued their robust performance in Q2 2024, with indices reaching new highs worldwide. The Hong Kong Hang Seng Index stood out with a nearly 9% return, boosting Asian and Emerging Markets. MSCI Asia Pacific ex Japan Index: +6.45% MSCI Emerging Markets Index: +6.22% MSCI All Countries World Index (ACWI): +3.35% (13.17% YTD) Investor confidence remained high in most developed markets, despite political tensions in Europe and interest rate uncertainties. As we move forward, the focus will be on inflation trends and macroeconomic data, with company fundamentals expected to prevail over the long term. Stay informed and make strategic decisions with our insights by downloading our Fund Focus today. 🌐 https://lnkd.in/ec7tewEe #MarketUpdate #EquityMarkets #InvestmentInsights #Q22024 #GlobalEconomy #FinancialPlanning

Emerging markets resilience last year, in the face of numerous global shocks and 500bps of interest rate hikes, has been remarkable. As we look ahead into 2024, we see a complicated global economic picture, but with a potentially a favorable setup for #emergingmarkets, thanks to a fading USD, lower interest rates, superior relative macro dynamics, and an earnings growth outlook with appealing valuation. Read more from Sophus Capital. https://ow.ly/lMJv50QvtJ0

Global equities gained in July, with developed markets outperforming emerging economies. There was a rotation in the market with the value style significantly outperforming growth while small caps performed strongly. Government bond yields fell (meaning prices rose) across major markets as inflationary pressures eased. Catch up with all the news in our latest review. Link in the comments below 👇 #advisersupport #marketviews #monthlymarketsreview

Emerging markets bonds may finally be starting to moderate here. This group tends to behave similarly to U.S. junk bonds, so any weakness there might be felt here as well. https://buff.ly/3VwuKvn

Amid a tough start to 2024 for EM, how are valuations evolving? Are China and India weights converging in EM equities? View Schroders Emerging Markets Lens for February 2024 to find out the answers to these and much more! #EmergingMarkets #MarketViews

Awareness. Delving deeper into the opportunities within emerging markets in 2024, there are areas where investors might find considerable opportunities driven by the prospect of a depreciating dollar and more favorable equity valuations. Additionally, higher-yielding currencies also make EM attractive. "Emerging markets are under-owned relative to the Index and the past. Investors’ allocation to emerging markets is 5.6% versus 11.6% in 2012. Additionally, they’re underestimated and undervalued relative to developed markets, where debt is higher: 108% of GDP versus 66% of GDP in emerging markets, with an MSCI EM of roughly 47% price-to-book discount versus MSCI World". -Franklin Templeton #emergingmarkets #em #macro #globaleconomy #opportunity #awareness #insights

How will the US Federal Reserve rate cuts impact Emerging Markets? In our latest webinar, Gustavo Medeiros and Dhiren Shah discussed their views on the timing, magnitude and subsequent impact of the rate cuts. Watch below to see more, and find the full replay here: https://lnkd.in/ekYPmGQt #EmergingMarkets #Equities #Fed