Emerging markets defy investor gloom to outshine developed world
Currencies, bonds and stocks rally as global fund managers diversify away from dollar assets
Currencies, bonds and stocks rally as global fund managers diversify away from dollar assets

Fund managers are overweight developing world equities by the largest margin in more than two years

Developing world stocks outperform US as dollar languishes at three-year lows

Despite the gloom over Trump trade war fallout, assets in developing economies are showing strong gains

Developed markets have a debt problem — some investors are looking elsewhere

For the rally to endure, developing markets need to build on their resilience

Market and economic trends are challenging the idea that EM bonds should trade at a discount to developed economy debt