In an article on Portfolio Institutional Lauren Juliff is discussing if the Emerging Market optimisim is founded in sustainable recovery.
So far, 2016 has been a much better year for emerging markets; the MSCI EM index has, year-to-date, delivered very positive returns for GBP investors and the benchmark is ahead of its developed market equivalent by 7.4%. This rebound has been underpinned by currency strength as commodity and energy markets have stabilised following concerns over China at the start of the year and dollar weakness on reduced expectations of US interest rate rises.
Read the full article on Portfolio Institutional.
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