Emerging Markets Outlook

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Revisiting the Traditional EM Equities Allocation Framework (GMO, 2017)

As an asset class, Emerging Market (EM) equities have evolved considerably in the last 25 years, but traditional valuation metrics have remained static and should not be relied upon solely to guide allocation decisions. This paper by GMO compliments a traditional valuation-bsed framework with a risk-based approach that is designed to assess the ...

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