Emerging Markets: Strategy Monthly

* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, Leighton Hughes, 1 Dec 2017
The 2018 EM outlook: Sustained strong growth amid rising inflation
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, 1 Nov 2017
The risks ahead for EMs are not what the market thinks
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, 5 Oct 2017
EM outlook: Bet on global growth, not Trump’s tax deal
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, Jules Bordat, 1 Sep 2017
It’s too early to start de-risking EM portfolios
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, Jules Bordat, 1 Aug 2017
More balanced growth in China is a major positive for global EMs
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, Jules Bordat, 5 Jul 2017
Refocus on EM portfolio risks before DM central banks move to quantitative tightening
* Asset Allocation and Absolute Views - methodology, Jon Harrison, 6 Jun 2017
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, Jules Bordat, 1 Jun 2017
Risks to continued EM outperformance
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, Jules Bordat, 3 May 2017
Prospect of a US-China deal is positive for EM
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, Jules Bordat, 4 Apr 2017
As the Trump trade fades, EMs pick up steam