Is the global goods cycle about to turn?
An upturn in the global goods cycle has historically been a positive catalyst for some downtrodden markets such as EM equities and commodities.
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The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.