Global Head of Fundamental Equity
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Samenvatting
- The Fed is charting a path to a soft landing but it’s a two-speed economy
- Emerging markets policymakers now have more room for maneuver
- China’s stimulus is reinforcing positive sentiment for EM
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This rotation has also impacted emerging markets with South Korea and Taiwan seeing some weakness while investors have increased flows into markets such as Thailand and Indonesia. It’s here where the launch of the Fed’s rate cutting cycle will have profound implications giving emerging market policy makers more room for maneuver and making dollar-denominated assets less attractive. We have long-positioned for this as Wim-Hein Pals details in our emerging markets outlook. We have been contrarian on China from the beginning of the year and positioned for a modest recovery of the market. We expect the stimulus package, which was announced at the end of September, to have a positive effect on the real estate sector, consumer confidence and also on the equity market.
Elsewhere in this Quarterly edition we get insights into transition investing with portfolio manager Yanxin Liu, analysis of the US consumer from Audrey Kaplan, we explore our latest research on how sustainable investing can warn investors of corporate malfeasance, and enjoy a clear-eyed perspective on US financials from equity analyst Panos Koffas.
Download the complete outlook below and we hope you have a successful final quarter of 2024!
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