2024-05-08 09:09:00 ET
Summary
- We actually started off the year with still some continuation of the trends in the asset class that we've seen by the end of 2023.
- We also saw geographies like Taiwan and India, which were good performers last year, continuing to contribute positively to the strategy.
- We think the longer term setup or the medium to long term setup for emerging markets is still quite favorable, which leaves us excited.
Transcript
Emerging Markets Equities Update and Outlook, Q2 2024
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Optimizing Stock Selection In EM