Strategy Note /
Global

Global Strategy Webinar: Opportunity beckons in EM laggards – with Jay Pelosky

  • Risk should remain on – US markets are still cheap and EM is well placed to outperform

  • The US dollar will weaken from here

  • Bullish on the Commodity Supercycle

Global Strategy Webinar: Opportunity beckons in EM laggards – with Jay Pelosky
Nick Beazley
Nick Beazley

Emerging Market Equity Sales

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

Tellimer Research
10 June 2021
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