Did you think it would be a historic stock market crash and a devastating global pandemic that would finally spark the rotation into emerging market stocks?
Yea me neither.
But here we are. 6 weeks of outperformance by Emerging Markets. Is this just another blip in the long-term downtrend for EM, particularly relative to US Equities?
We discussed this all in our NEW Q3 Playbook that was just published over the weekend.
Here’s some perspective on the whole thing: [Read more…]