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Schroders: Emerging Markets Investment Outlook

March 2018

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

Key Points: 

  • Emerging market (EM) equities have come under pressure but the MSCI Emerging Markets Index remains up 3.36% year-to-date, ahead of the MSCI World Index, which has returned 0.98%.

  • Schroders’ economics team revised up its forecast for EM growth to 5.1% this year, versus 4.9% previously, and to 5% from 4.8% in 2019.  
  • We have flagged US trade policy actions as an ongoing risk for EM. These concerns have returned to the forefront in early March. 

Investing involves risk, including the possible loss of principal. Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political and economic developments. These risks may be 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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