Macrobond Financial’s Post

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

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

Nominal yields are no longer as extreme across emerging market local markets, compared to the highs of 2023. Furthermore, spreads relative to U.S. Treasuries are at the tighter end of their historical range. However, forward real yields remain quite elevated, and Portfolio Managers & Senior Research Analysts Carol Lye and Michael Arno think there are attractive opportunities that still exist in select local emerging markets: https://bit.ly/4bEeVrH

Don't miss out Macrobond Financial webinar on 13th March at 3pm GMT! Register here: https://bit.ly/3wfFjJr 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 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. 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. #emergingmarkets #data #macroeconomics #economists

Higher-for-longer interest rates are weighing on the outlook for developed markets in 2024. Could Emerging Markets be a growth alternative? Our latest newsletter, "EM Dynamics," spotlights the changes in EM investments and highlights the data and tools you’ll need to answer those questions. #EMInvesting #diversification and #returns. #EMDynamics #MSCI 

What do higher-for-longer interest rates and slower growth in developed economies mean for emerging markets (EM)? Investing in EM continues to offer diversification and exposure to high-growth markets, yet geopolitics and trade tensions are changing the landscape. In the first issue of our #EMdynamics newsletter, we look at the forces shaping the future of this dynamic asset class: http://ms.spr.ly/6042iiRZC Follow MSCI Inc and #EMinvesting for more insights.

Despite geopolitical frictions and shifting supply chains, EM investments offer a unique blend of growth potential and portfolio diversification. Our latest newsletter, EM Dynamics, explores the opportunities and shows how MSCI's tools and indexes can help you leverage this complex asset class. Check it out! #EMInvesting #EmergingMarkets #Investment #PortfolioDiversification #MSCI

Emerging markets are proving resilient in an uncertain macro environment 💪 In this article, Carmen Altenkirch discusses the three key reasons behind these markets’ impressive performance and how EM debt investors can take advantage. 👇 https://bit.ly/4gZ8hQF #EmergingMarkets #Debt #FixedIncome

Some great insights here from my colleagues. This monthly newsletter can help you navigate EM opportunities and manage risks. #EMInvesting #EmergingMarkets #Investment #Diversification #MSCI