Investment Weekly
Chart of the week – EM versus DM growth gap widening
This week’s jamboree of finance chiefs and policymakers at the annual meetings of the IMF and World Bank in Washington confirmed what many investors already know; inflation is in retreat, and global growth remains impressively resilient. The soft landing is here. But as global growth rebounds, a question for investors is whether regions like Europe, Australasia, and the Far East (EAFE) and EMs can go from being market laggards to leaders, and outperform the US.
More from this week:
Market Spotlight
- X-factor strategies
Lens on…
- Upbeat earnings
- Deficits forever?
- EM opportunities