HomeMarketsFuturesWhy Optimism Is Growing For Emerging Markets
Why Optimism Is Growing For Emerging Markets

Luca Paolini highlighted how they upgraded equities to overweight at the end of last month, as we reached oversold levels. The U.S. yield curve inversion would trigger a strategic reallocation from equities into bonds. He is also turning more optimistic on emerging markets, and believes the market is pricing in too many rate hikes this year.

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