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Why Vietnam and Why Now: Cyclical Tailwinds Meet Long-Term Opportunities
We view Vietnam as an exciting growth story that is likely to benefit from near-term cyclical tailwinds and favorable long-term trends. By Trevor Yates
Don’t Miss the Cyclical Opportunity in Emerging Market Equities
Emerging market equities have shown strength in the face of “higher for longer” interest rate expectations, and we think the momentum can continue. By Trevor Yates