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What the war and Fed tightening could mean for EM assets

As a result of the Russia-Ukraine war and the Fed’s hawkish pivot, we have tweaked our forecasts for most major emerging market (EM) assets. The big picture, though, is that we still think EM equities will generally make small gains over the remainder of the year, and we still expect bond yields to rise a bit further over that period in most cases.

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