By Conrad Saldanha, Senior Portfolio Manager — Emerging Markets Equity
News flow may be distracting from emerging markets' attractive, mid-cycle fundamentals and valuations.
Today's CIO Weekly Perspectives comes from guest contributor Conrad Saldanha.
In last week's CIO Weekly Perspectives, Erik Knutzen wrote about the importance of focusing on the business cycle when the markets are enduring a lot of volatility driven by the news cycle.
Nowhere is this truer, arguably, than in emerging markets, which often find themselves at the mercy of investor flows and sentiment. After rising some 15% since the end of December,