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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:
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A stronger U.S. dollar and ongoing equity dilution continue to weigh on key Emerging Markets.
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Global investor flows into EM have yet to materialize.
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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.