Emerging markets make roaring start to 2026 as dollar slides
Stocks, bonds and currencies have all soared as dollar weakness puts focus on fundamentals
Stocks, bonds and currencies have all soared as dollar weakness puts focus on fundamentals

Currencies, bonds and stocks rally as global fund managers diversify away from dollar assets

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

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

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

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

US moves on Greenland may have boosted traditional havens such as precious metals but the developing world is on a roll