In a period where macro factors have garnered the lion’s share of investor’s attention – from global GDP to inflation rates and central bank actions – it is important to understand how the global macro environment fits within an active investment framework. While our focus at MFS is on fundamental bottom-up security selection within emerging market (EM) equities, we still have to consider how to connect the macro environments of countries with the micro fundamentals of individual companies.
Continue reading this article?
Register for free and get access to Investment Officer International:
- Exclusive for professional investors
- Cancel anytime
- Unlimited access: web, app and newsletters
Registration takes less than 1 minute.
No payment details required
Register for free and get access to Investment Officer Luxembourg:
- Exclusive for professional investors
- Cancel anytime
- Unlimited access: web, app and newsletters
Registration takes less than 1 minute.
No payment details required
