We believe that emerging market (EM) equities are in the early stages of a multi-year recovery and are optimistic about continued EM outperformance vs. developed markets (DM) in 2018 and beyond. Looking to 2018, we are paying close attention to political continuity and economic stability in China, the start of a new global capital expenditure (capex) cycle, and attractive positioning and valuations for the EM equity asset class. READ MORE
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