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Amidst a backdrop of continuing Covid-19 fallout, a long-awaited rotation into Value finally prevailed in late 2020.
Listen to the team discuss the global Fiscal Response to Coronavirus and explain how Emerging Market regions and individual stocks are strongly positioned compared to those of developed markets. The team provides an analysis of their outperformance in 2020 and discuss their positioning and the opportunity set presented to an Emerging Markets Value strategy in 2021.