FLQH - 10 Investor Takeaways From The 2019 Spring IMFWorld Bank Meetings
Set against a constructive global backdrop, the overall tone at the mid-April meetings of the International Monetary Fund and the World Bank Group in Washington, DC, was optimistic, albeit mindful of the differentiated political and idiosyncratic risks across emerging markets ((EM)). PIMCO also is broadly constructive on emerging markets, although we believe the greatest opportunities within the asset class will be realized by focusing on alpha potential in individual markets and, in a broader perspective, by offering a source of portfolio diversification potential.
We outlined our 2019 outlook for emerging markets in a March Viewpoint