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Emerging Markets Test Inflation Credentials

Emerging markets face several headwinds to growth, including severe, generalized inflation pressures, geopolitical turmoil, and volatile commodities markets. However, central banks in many of these countries started tightening much earlier than developed markets to curb inflation. Alberto Boquin and Katie Klingensmith discuss the challenges confronting emerging markets, whether monetary and fiscal policies will yield the intended results, and where investors might find opportunities.

Press play below to listen to the full commentary.

Groupthink is bad, especially at investment management firms. Brandywine Global therefore takes special care to ensure our corporate culture and investment processes support the articulation of diverse viewpoints. This blog is no different. The opinions expressed by our bloggers may sometimes challenge active positioning within one or more of our strategies. Each blogger represents one market view amongst many expressed at Brandywine Global. Although individual opinions will differ, our investment process and macro outlook will remain driven by a team approach.