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Emerging markets: A base case for rate cuts and bullishness


Learning: Unstructured

Despite market commentary consistently adopting a ‘higher for longer’ narrative around interest rates, recent inflation data from key economies has been positive, and as a result Jorry Nøddekær explains why he believes that next year we should see rate cuts coming through earlier than the market is currently pricing in. Given the extent to which emerging markets are influenced by Fed policy, Jorry explains why, when combined with a turnaround in sentiment and low valuation levels, this scenario should present a strong opportunity for emerging markets to recover.