EM Lens: Global X’s Dorson Shines Spotlight on EM Equities, FX
Emerging-market equities have outperformed the S&P 500 by more than 14% over the past year, as investors take advantage of attractive valuations, falling currency volatility and a more resilient macroeconomic...
By Aditya Somani · Bloomberg
Emerging-market equities have outperformed the S&P 500 by more than 14% over the past year, as investors take advantage of attractive valuations, falling currency volatility and a more resilient macroeconomic backdrop. Malcolm Dorson, senior EM portfolio manager and head of the active-investment team at Global X, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed-income strategist, to assess the durability of thematic and idiosyncratic investment opportunities across the EM equit