Shifting gears: Emerging market prospects are on track
Developed market equities shrugged off disruptions from Covid-19 and the threat of inflation, as stimulus continued to flow. By contrast, emerging markets are struggling as regulatory crackdowns shook confidence in China. The pendulum can swing quickly, however, and investors need to be prepared. Four Vontobel investment experts across equities and fixed income discuss where opportunities can be found as prospects shift from developed to emerging markets.