EM has outperformed the Aggs since our upgrade to overweight in February 2023. EM is also positioned to outperform in the coming months. A weaker USD and firmer commodity prices would help the outlook. Spreads are tight but have further room to compress amid strong technicals.
Complete the form and a member of our team will send you a copy of this publication.
While you wait, explore additional NDR research and solutions.
Institutional Investors
Custom Research
Wealth Managers
Stock Selection
ETF Selection
Please note that you are using an unsupported browser. While the site will continue to function, you might experience sub-optimal behavior until you upgrade. Please update your browser to a later version for a better experience.