JFL

Oct. 22, 2020

Research Insights: Emerging Market Financials - Opportunities in Uncertain Times

2020 has been a challenging year for financial sector investors as the COVID-19 pandemic has quickly tipped the global economy into recession and increased uncertainty around the world. In this environment, financials have trailed broader market indices by 15- 25% in most regions with the differential particularly stark in emerging markets (EM) where the sector was down 23% as of mid-September compared to a 2% gain in the broader EM index. 

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