EM has Out-performed DM in the Short-term (a good sign), but is this Just a Reflection of a Weaker USD?
13 Feb, by Economy, Markets, Portfolio Management
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Over the weekend a long-time client asked an excellent question related to our recent blog post entitled, "Is a Bright Spot Emerging in the Global Equity Markets?", in which we tediously documented the relative out-performance trends among the vast majority of emerging market countries. The client...