Expanding areas of knowledge
$9.2trn needed for transition
EM countries dealing with inflation
Joins from Robeco AM where she was global head of fundamental equities
Which managers stood out?
The worst case scenario for emerging market (EM) equities has started to unfold, turning a potentially positive outlook around by 180 degrees.
We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).