Weaker US, stronger emerging markets: What it means for your investments
For most of the last decade, the US has led global equity returns. That picture is starting to shift. Relative US growth is looking less compelling, while parts of the emerging markets universe are showing renewed strength.
In this quarterly session, we'll be joined by Pacific Asset Management to unpack how investment managers are reading the current global backdrop.
They’ll walk through the major trends they’re seeing across emerging markets, how those compare to the US outlook, and what this means for portfolio construction over time.
We’ll cover:
Why the US outlook is starting to look less impressive than in recent years
Where emerging markets are showing real strength — and where caution is still warranted
How to think about near-term shifts without losing long-term discipline
What this means for diversified portfolios, in practice
Secure your spot now!