Investment Office

Take:

“Elections take place this year in 40+ countries that together account for 20% of the world’s global output. Emerging market assets currently look attractive relative to valuations. This may be an interesting year to add these assets.
With relatively low inflation, more productive workforces, $8 trillion in hard currency reserves, and growth rates still ahead of the US and Europe, we believe most emerging markets are in a better position to cope with the sluggish environment than in the past.”