Amid rapidly declining asset prices, we held a conference call today to expand upon our bearish outlook for emerging markets over the intermediate-to-long term. The presentation and its conclusions were organized as follows:
CLICK HERE to access the replay podcast.
CLICK HERE to access the aforementioned presentation (~75 slides).
As always, we’re available to field any follow-up questions you may have and are more than happy to set up a call with you to discuss these risks live; just shoot us an email as needed.
Have a fantastic evening,
Associate: Macro Team