Emerging Markets Equities

Focus Forward

ShortReads | 11 aug. 2026
The cycle appears to be turning in favour of emerging markets, with a softer USD, stronger EM currencies, rate cuts, and equity outperformance beginning to align. Historically, dollar weakness has coincided with capital flowing out of the U.S. and into higher-growth markets, a dynamic that has often proven a powerful catalyst for EM performance.

 

EM Equity Has Two Major Global Drivers

 

EM Outperformance Follows the US Dollar

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Emerging Markets Equities

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