Even Amid Geopolitical Risks, Emerging Markets Continue to Stand Out

As we head into the tail end of the third quarter, incoming policy announcements should keep markets busy. The Federal Reserve is likely to soon reveal its balance sheet tapering start date, but the US has several other key issues on its plate. 

Chief among them are formulating a response to North Korea’s missile and weapons tests and recovery efforts from the extreme damage resulting from hurricanes Harvey and Irma. At least the debt ceiling debate seems to have been moved forward to December.

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