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Takeaway: We reiterate our bearish bias on Emerging Markets, a view we have held since late September. Feel free to email us with follow-up questions.

Watch an audio-visual update of our #EmergingOutflows theme below.

CLICK HERE to download the associated presentation in PDF format (29 slides).

CLICK HERE to access the latest version of our Tactical Asset Class Rotation Model (TACRM). Quantitatively speaking, slowing global growth and falling inflation expectations continue to be priced into global financial markets -- both of which continue to be material headwinds to EM asset prices.

Best of luck out there,


Darius Dale