- This is an excerpt from our 2023 Investment Outlook, in which specialists from across our investment platform share insights on the economic and market forces that we expect to influence portfolios in the year to come. This is a chapter in the Equity Market Outlook section.
- At 632 days (since 17 February 2021), this is now the longest emerging markets (EM) equity bear market on record.
- Until that US-dollar pivot and the emergence of a more favorable environment for broader emerging markets, we believe investors should look to take advantage of the wide dispersion across EM countries next year. In our view, it will be critical to focus on the markets that can still thrive in a world with higher inflation, rising rates, and heightened tensions from deglobalization. READ MORE
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