Attractive valuations, a real-rate cushion, a monetary easing cycle, and an upcoming election suggest a positive asymmetry in Brazilian equities.

We believe emerging markets may be poised for renewed leadership as attractive valuations, consumer growth, and a weaker U.S. dollar create tailwinds.

We believe Brazil’s current backdrop of attractive valuations, monetary easing, and upcoming elections creates a timely opportunity for active investing.

We left a recent trip to Brazil optimistic that depressed equity valuations could present an attractive buying opportunity.

As demand for Emerging and Frontier Market exposure grows, we discuss our current top regional and sector-specific preferences.