In focus

Are fundamentals turning more positive for emerging market assets?


As we show in the below paper - many of the long term headwinds have, at least for now, lessened. Private savings have increased during the pandemic, global trade is rebounding and commodity prices have picked up. The question is whether these improvements are sustainable. Issues such as low-savings rates and weak public finances remain unresolved in some economies and further reforms are needed.

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.