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Schroders Emerging Market Lens Q4 2024: your guide to EM valuations
Emerging market (EM) assets enjoyed a strong Q3, as the Federal Reserve (Fed) kicked off an interest rate cutting cycle, and as Chinese policy announcements (and hopes for fiscal stimulus) reinvigorated market sentiment. This has seen a turnaround in market flows to the asset class, with aggregate net inflows for EM bonds, and particularly EM equities for September and early October. EM bonds have seen fairly persistent net outflows since 2022, and foreign investor participation in various EM remains low versus history.
In this edition of the EM Lens we review the performance trends and drivers of EM stocks and bonds year-to-date, and assess valuations. The lens includes separate EM equity and debt chartbooks/presentations, packed full of data and insights, help you navigate the world of emerging markets. The aim here is to provide an unbiased top-down view of markets.
This site is for informational purposes and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. This site is solely intended for use by institutional investors and institutional-investment industry consultants.
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