Turkey has been the best-performing equity market in the world in dollar terms in 2022.
Meanwhile, the Mexican peso and the Brazilian real have been among the strongest currencies against the buck this year. Amid global upheaval unlike anything in recent memory, emerging markets have become much more attractive to investors.
Is this a durable trend in asset allocation? Andreas Steno Larsen welcomes Whitney Baker, the founder of Totem Macro, for a conversation about the convergence of deglobalization, inflation, and quantitative tightening and the emergence of emerging markets as we transition to a multipolar geopolitical-macroeconomic regime.
Originally Posted December 5, 2022
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