Top of the Morning: Tariffs, the dollar, and diversification
May 29, 2025•14 min
Episode description
A timely review of overnight trade developments, plus a look at positioning recommendations within EM equities, and thoughts on the dollar. We also touch on how investors can position using EM and international equities in the context of portfolio diversification. Featured is Xingchen Yu, Emerging Markets Strategist Americas. Host: Daniel Cassidy
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