Outlook for Emerging Market Stocks and Debt in 2024

Discussion on the expectations for emerging market stocks and debt, including the overweight position on stocks due to improved earnings and attractive valuations, the need for quality in bond investments, and the potential impact of a weaker dollar. The chapter also explores the largest concerns for the coming year, including central bank maneuvers and geopolitical risks, with a focus on European risks and the potential consequences of the US elections.