Insights

CPD: A multi-year tailwind for EM assets

Share on
PAN-Tribal

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.

Read the article and complete the quiz for 0.25 CPD (General).

Related Articles

Timeless Wisdom for Creating Long-Term Wealth

Timeless Wisdom for Creating Long-Term Wealth

Enduring investment success is often built on discipline and consistency rather than short-term market decisions. This short paper from Davis Advisors outlines several timeless investing principles

Read More »
AI Investing: Climbing the Wall of Worry

AI Investing: Climbing the Wall of Worry

AI remains at the forefront of investment conversations, drawing support from enthusiasts while prompting caution among sceptics. Mark Baribeau, Jennison’s Head of Global Equity, explores

Read More »
CPD | The structural advantage of US middle market private credit

CPD | The structural advantage of US middle market private credit

Private credit has evolved into a mainstream portfolio component that offers advisers a powerful tool to enhance income, diversification, and resilience against low real yields

Read More »

Level 17, 90 Collins Street
Melbourne 3000
T: 03 9654 3015
F: 03 9662 3304

ABN 35 600 756 241
AFSL 462 065

Unifying excellence in asset management