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Goldman Sachs strategist Caesar Maasry said. 'Cooling inflationary data would certainly take pressure off equity markets, but growth risks are still in focus.'

Janus Henderson’s Asia Pacific ex Japan Growth Equity strategy is to come under new leadership

Emerging markets outlook 2021    Coronavirus has hit many emerging market countries hard. China has bounced back relatively quickly but others such as Brazil are still fighting to keep cases down. As a result, the economic impact – and stock market performance – across the emerging markets is polarised. As Janus Henderson portfolio manager Jennifer James says, EM countries are “in the same storm but not in the same boat”. How have the biggest emerging markets performed this year, and what do fund managers expect in 2021 as the world braces for a vaccine – and a new US ...

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