Time for take profits? Major Nordic AMs at odds on EM equities
With institutional investors now prefering to overweight equities, emerging market shares are leading the current global equity rebound. However, some of the biggest money managers in the Nordics disagree on whether there is more outperformance in the horizon -- or whether it is time to sell. And what does an investment algorithm think?
For institutional investors, emerging market countries now comprise the most popular segment to overweight, according to SEB's February investment outlook.
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