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Schroders: Emerging Markets Investment Outlook

December 2017

A monthly outlook reviewing the markets and the top-down, quantitative model Schroders uses to make emerging-markets country allocation decisions.


Key Points: 

  • Schroders’ economics team has upgraded its forecasts for global growth to 3.2% in 2017, up from the 3% previously anticipated. The team has also revised up its forecast for 2018 growth to 3.3%.

  • Moving through 2018, ongoing strength in global growth should be positive for global trade and in turn emerging markets. 
  • Although we have seen strong net inflows into emerging markets equities this year, positioning does not look over-extended. 


All investments are subject to risk, including the possible loss of principal. Foreign investments can be riskier and more volatile than U.S. investments due to the adverse effects of currency exchange rates, differences in market structure and liquidity, as well as political and economic developments in foreign countries and regions (e.g., “Brexit”). These risks are generally greater for investments in emerging markets.

The outlook from Schroders Investment Management North America Inc. and Schroder Investment Management North America Limited (“Schroders”) refers to their proprietary top-down, quantitative, model which is used to make country allocation decisions across their emerging markets strategies. The outlook focuses on the positioning of the country model during the relevant period and may or may not reflect the actual country allocations of any Hartford Fund or account. 

The views expressed herein are those of Schroders Investment Management (Schroders), are for informational purposes only, and are subject to change based on prevailing market, economic, and other conditions. The views expressed may not reflect the opinions of Hartford Funds or any other sub-adviser to our funds. They should not be construed as research or investment advice nor should they be considered an offer or solicitation to buy or sell any security. This information is current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Schroders or Hartford Funds.
 

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