Market, trends & themes: emerging markets

Market, trends & themes: emerging markets

24 January 2024 | 1 min. readingtime


Market, trends & themes: emerging markets

While the American 'S en P500' index scored a return (in euros) of 22% last year, the 'MSCI Emerging Markets Index' remained stuck at a paltry 7%. And that's actually strange, because the 2023 year-end rally was driven by investors' expectations that the Fed would quickly cut its policy rate. Lower US rates and a weaker dollar are generally good for emerging markets. So why have emerging market shares lagged behind? And will this be the year of emerging markets?

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Raphie Hayat

Senior investment strategist

Raphie has a PhD in economic sciences and is an investment strategist at a.s.r. vermogensbeheer who writes about the interface between macroeconomics and financial markets.

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