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2023 Top 500 ranking: 39

Emerging Markets from the Asset Allocator’s View

Emerging Markets from the Asset Allocator’s View

We’re tactically cautious on developed-market equities with a broadly risk-off stance, but we have a relative preference for emerging-market (EM) stocks over a 6- to 12-month horizon. Valuations aren’t demanding, while muted investor sentiment and generally low EM allocations versus recent history could be strong tactical catalysts—especially in light of ...

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