A constructive outlook: Q2 2024
Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.
A range of information on educational research, portfolio manager insights, timely trends, and asset allocation applications.
Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.
Economic and market regime shifts in Q4 left factors little changed to slightly lower. Performance diverged by market segment and region. Equity factors look well supported; we maintain our positive outlook and expect relative value opportunities in 2024.
Overall our portfolio managers take a neutral view on markets. Most expect a broadening of market leadership but still prefer higher quality stocks. Our equity research team sees 10% profit growth in 2024, well balanced across regions and sectors.
We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.
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