A confluence of factors has us thinking that the US dollar could weaken this year. That is, of course, if the recent flare up in US-Iran tensions dissipates enough to prevent full-blown military action in the Middle East. The prospect of a weaker dollar creates an interesting opportunity for asset allocators with an eye on emerging markets. Aside from the dollar effect, emerging markets are at a rare inflection point these days, with multiple crosscurrents in their favor.

To read this Market Insight, you’ll need to  sign in

If you don’t have a subscription,  get in touch  for a free trial.