2018 wasn’t a pretty year for equity markets in general, and for emerging markets in particular. Global stocks fell 4.1% (in euros), whereas emerging market equities realized a negative return of more than 10% (also in euros). The strong determination of the US Federal Reserve to keep tightening monetary policy, combined with tepid GDP growth, a trade war and a spike in idiosyncratic risk (Argentina, Turkey) got the better of emerging market stocks. But what about the outlook for 2019? Can we expect a revival for the asset class? READ MORE ON THE ROBECO BLOG OR THE JEROEN BLOKLAND FINANCIAL MARKETS BLOG
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