Emerging Market Equity Flows
Emerging Market Equity Flows Emerging market equity funds have seen substantial outflows, highlighting the fragility of market sentiment amidst ongoing economic challenges. Image: BofA Global Investment Strategy
Emerging Market Equity Flows Emerging market equity funds have seen substantial outflows, highlighting the fragility of market sentiment amidst ongoing economic challenges. Image: BofA Global Investment Strategy
Performance – Price Ratio of Emerging Markets to U.S. Equities Since the global financial crisis, emerging market equities have continuously underperformed U.S. equities, leading to the current situation where the ratio between the two is at its lowest since 1969. Image: BofA Global Investment Strategy
Emerging Market Debt + Equity Flows The substantial inflows into emerging market assets highlight a robust interest from investors. Image: BofA Global Investment Strategy
Emerging Markets vs. Developed Markets Emerging economies, despite their vast populations and potential for growth, have not yet achieved a corresponding level of representation in global equity markets. Image: BofA Global Investment Strategy
U.S. vs Emerging Market Equities Relative Price Performance Will the secular outperformance of U.S. equities vs. emerging market equities come to an end in 2024? Image: BofA Global Investment Strategy
U.S. Dollar and U.S. vs. Emerging Market Stocks When the U.S. dollar is weak, emerging market stocks tend to outperform U.S. stocks. Image: BofA Global Investment Strategy
FMS Investors – Net % Say They Are Overweight Emerging Market Equities Should investors overweight emerging market equities in 2023? Image: BofA Global Fund Manager Survey
MSCI Emerging Market Equities vs. S&P 500 Relative Performance How long will emerging market equities continue to underperform the S&P 500? Image: Topdown Charts
Emerging Markets vs. U.S. Financial Conditions Historically, tightening financial conditions do not bode well for emerging markets. Image: Richardson Wealth
U.S. Yield Curve 2s10s vs. Emerging Market High Yield Junk Bond Price Is a recession looming and are peak yields imminent? Image: BofA Global Investment Strategy
Dedicated Emerging Market Funds – Market Share EM ETF market share is at a record low, while long-term valuations are attractive. Image: Topdown Charts