Conviction Equities Boutique
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Can EM equities play catch-up in the second half of the year? Spoiler alert: we believe so!
Investors can look back at having had to navigate a difficult first half of the year. Emerging-market equities, though posting positive returns, trailed their developed-market counterparts. Could things turn around in the remainder of the year, leading to an outperformance of EM stocks?