A Trifecta for EM Equity Outperformance? A Dovish Fed, Steady Dollar and China Stimulus Could Fuel Emerging Markets


March 2019

Having been cautious on emerging market equities for most of 2018, QMA’s Global Multi-Asset Solutions Team has recently shifted to a more positive stance, tactically adding to our EM equity allocation. QMA believes that the global macroeconomic backdrop for EM has improved, and there is a strengthening case for EM outperformance. In this new white paper, QMA explains their latest thinking.


DOWNLOAD THE WHITE PAPER  about EM equity outperformance


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