Emerging Markets: 2021 headwinds turning to 2022 tailwinds

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  • 03 mins 35 secs

Learning: Unstructured

Even though inflation was a concern in 2021, Jorry Noddekaer explains why he feels inflationary pressure in the US will start to ease with a positive knock-on effect in emerging markets. He also describes some of the ESG themes that will benefit from such a supportive tailwind at the start of 2022 and which trends he sees developing into strong investment opportunities for his team’s ‘Star’ portfolios.
Channel: Polar Capital
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