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The outlook for emerging markets

  • Describe the role of currency movements in emerging market investing
  • Explain how commodities impact the outlook for emerging markets
  • Describe how China's economy influences the outlook for the rest of the emerging markets
CPD
Approx.60min
The outlook for emerging markets
(FT Montage)

Introduction

Much more than half of the world's economic growth is expected to come from emerging markets this year, yet emerging market equities continue to be in the doldrums. 

As traditional headwinds to emerging market performance, such as dollar strength dissipate, is it time to look again at the asset class? 

Among the topics covered by this guide are the challenges of building a diversified emerging markets exposure, and the role of emerging market equities in an income portfolio.

This guide is worth 60 minutes of CPD. 

In this guide

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. In section one, which two themes are central to the macroeconomic outlook for emerging markets?

  2. Why should an investor expect the Brazilian and Indian economy to perform differently to each other?

  3. What investment does Toub say hurt him in 2022?

  4. In article three, what is the risk associated with owning local currency government bonds?

  5. Why does Thozet say emerging market bonds could perform well in capital terms this year?

  6. Which of the below is one of the components of a "goldilocks" scenario, according to Thompson?

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You have successfully answered all the questions correctly, well done!

You should now know…

  • Describe the role of currency movements in emerging market investing
  • Explain how commodities impact the outlook for emerging markets
  • Describe how China's economy influences the outlook for the rest of the emerging markets

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