Global Perspectives

  • Dollar Headwind to Emerging Markets Equities Lifting, Though Trade Dispute Still Drags

    After a turbulent May, China and emerging markets appear poised to resume their ascent from the first quarter, even as trade-related air pockets remain likely.

  • Emerging Market Stocks Still Have Room to Run

    Despite sprinting higher so far this year, developing country equities appear well positioned to sustain their momentum, and with less volatility.

  • After Falling Back to Earth, Emerging Markets Ready to Take off Again

    Will emerging markets stocks rebound in 2019? Attractive valuations, strong forecast earnings growth, structural reforms, and an abating dollar headwind suggest they will.

Effective investing in emerging markets requires in-depth knowledge driven by constant curiosity. Emerging Views is Thornburg’s online portal to share our timely discoveries, perspectives and insights into this complex, dynamic and always evolving space. Check back often for the latest thought-provoking contributions.

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