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Takeaway: In today's call, we expanded upon our negative outlook for EM asset prices with respect to the intermediate-to-long term.

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:

REPLAY PODCAST & SLIDES | #EmergingOutflows Round II: This Time Is Actually Different - Thesis Summary

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,


Darius Dale

Associate: Macro Team