CPD: A multi-year tailwind for EM assets

September 07, 2025

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A seismic shift is underway in global capital markets. The extreme concentration in US assets, a phenomenon driven by fiscal policies that ballooned the $US international debt to over 26 trillion, is now showing clear signs of peaking. Emerging markets specialist Ashmore believes the powerful tailwinds that lifted US equities are abating, setting the stage for a rotation into other markets, including emerging markets.

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CPD: A multi-year tailwind for EM assets

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