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Home>Re-Emerging Markets?

Re-Emerging Markets?

Perspectives Content Submission

Wed, 27 Apr 2011

Executive Summary At the end of 2010 we argued that, while the long-term case for overweighting emerging markets was still intact, cyclical headwinds were likely to favor developed markets at least through the first half of 2011. So far, that strategy has played out largely as expected, with emergi
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