EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
A slowdown is coming sooner rather than later. Investor should remain cautiously optimistic to environment growth, with a bias on quality and eye on duration.
On July 31st, The Federal Reserve (Fed) cut rates for the first time since 2008. In the immediate aftermath of this cut, the U.S. Dollar strengthened.
Trade barriers, once constructed, are not easy to remove and their implementation is likely provide a slower backdrop for financial market performance.
Endowments and Foundations, non-profit
Endowments and foundations, healthcare case study