Investment Weekly
Chart of the week – EM policy divergence in 2025
The stars aligned for a broad range of EM asset classes to perform well in 2024. While this could continue in 2025, the outlook for EMs has recently become less certain – and central bank policy is diverging – meaning investors will need to be selective in their allocation decisions.
More from this week:
Market Spotlight
- Saints and sinners
Lens on…
- ECB cuts again
- Selectivity in small-caps
- Tariffs in perspective