Emerging Markets: Strategy Monthly

* 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
* EM Strategy Monthly, Jon Harrison, Larry Brainard, 1 Mar 2017
EMs and global reflation: Domestic policies remain key
* EM Strategy Monthly, Larry Brainard, Jon Harrison, , , 3 Feb 2017
Trump and emerging markets: Time to take risk off the table
* EM Strategy Monthly, Larry Brainard, Jon Harrison, , , 11 Jan 2017
What EM investors should be worried about with Trump
* EM Strategy Monthly, Larry Brainard, Jon Harrison, , , 1 Dec 2016
Trump will be positive for EMs: worry instead about rising interest rates and the dollar