From existential risk to the risk of irrelevance

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By Maya Cantina

From existential risk to the risk of irrelevance

But over time, interest in emerging markets began to fade. Today, the sector is often relegated to smaller, more specialized teams, likely accounting for a much smaller share of macro funds’ asset allocation. Now PMs focus their time on the big fish like semiconductors, AI, US-EU rates and commodity cycles. For what? In short, emerging assets simply have not generated returns.

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