Investors are looking at emerging markets as good options now. Concerns about the US economy have made these markets more attractive. This shift has led to increased investment in currencies and bonds from countries like Latin America and Eastern Europe.
- Emerging market (EM) equities are having a strong start to 2023.
- The weaker dollar is helping developing currencies rise.
- Many see emerging markets as cheap compared to US stocks.
- Portfolios are diversifying away from US assets.
| Statistic | Value |
|---|---|
| EM equities performance | Best first quarter since 2019 |
| EM currency rise | Nearly 2% this year |
