Emerging markets equity

Analyzing COVID-driven policy shifts in China and the US

August 23, 2021

Jeff Feng

Senior Portfolio Manager

Andrew Herron

Portfolio Manager

board room meeting man speaking with team

Emerging market equity portfolio managers Jeff Feng and Andrew Herron share their insights on how emerging markets are reacting to COVID-19-driven policy shifts in China and the US.

This edition of Strategy Insights discusses how:

China was the only major world economy that generated positive GDP growth in 2020.
US policy focused on growing the fiscal balance sheet, and the US Fed helped by easing monetary policy.
A stronger US dollar may have mixed effects on emerging markets.
The team’s long-term view of emerging markets is unchanged.
Current dynamics offer a chance to invest at attractive valuations.

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