2024-04-17 09:25:00 ET
Summary
- Investors have traditionally considered emerging markets a riskier investment opportunity set than developed markets.
- But the risk-return characteristics of EMs may be changing, as reflected recently in compressed EM sovereign spreads and realized equity volatility in line with that of DMs.
- Investors may be getting more attuned to these shifts and pricing them into financial markets, which could create tailwinds for EM returns.
By Indrani De, CFA, PRM, & Zhaoyi Yang, CFA, FRM ...
Read the full article on Seeking Alpha
For further details see:
Emerging Markets - A Changed Asset Class?