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07/24/2025

EM Pulse: Global EM & Frontier Markets

07/24/2025

EM Pulse: Global EM & Frontier Markets

In this week’s EM Pulse the team discussed:

  • A stronger U.S. dollar and ongoing equity dilution continue to weigh on key Emerging Markets.
  • Global investor flows into EM have yet to materialize.
  • Year-to-date outperformance among leading GEM managers is largely driven by country allocation decisions.

Contact us if you are interested in watching the recording of the call and its contents.

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