Four Trends in Nine Weeks: Emerging Stocks on Roller Coaster
- Full-year investment themes under stress as markets gyrate
- Asian stocks begin to underperform EMEA, Latam peers
Emerging Markets Shrug Off Rate Hike Rumors
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In 2000, it was Europe. In 2011, it was the U.S. This year, it may well be emerging markets.
Every once in a while, a year comes along to take equity markets on a roller-coaster ride. Market trends shift so often that money managers’ investment themes, convincing at the start of the year, look outdated by the end of the first quarter.