These are the five big drivers we see that could change the narrative around emerging markets for the rest of 2024 and, hopefully, lead to more positive absolute returns. It could also set the asset class up very well for 2025 when some of the real effects of monetary easing will be seen in the real economy.
By Jorry Nøddekær, Lead Fund Manager of the Polar Capital Emerging Market Stars Fund
Discover more about the Polar Capital Emerging Market Stars Fund
This is a marketing communication. For investment professionals only. For information purposes only. This material is not intended to provide advice of any kind. Issued by Polar Capital LLP and Polar Capital (Europe) SAS. Polar Capital LLP is authorised and regulated by the United Kingdom’s Financial Conduct Authority (“FCA”) and the United States’ Securities and Exchange Commission (“SEC”). Registered address: 16 Palace Street, London SW1E 5JD. Polar Capital (Europe) SAS is authorised and regulated by France’s Autorité des marchés financiers (AMF). Registered address: 18 Rue de Londres, Paris 75009, France. Some information contained herein has been obtained from third party source and has not been independently verified by Polar Capital. All opinions and estimates constitute the best judgement of Polar Capital as of the date hereof, but are subject to change without notice, and do not necessarily represent the views of Polar Capital, and may not be achieved.
