Emerging Money Audio Call Preview June 24 – on today’s call we are talking about yesterday's PMI's along with industrial strength and the correlation between cyclical and industrials and the PMIs. If yesterday told us the right story then investors are well under positioned in the space.
We will focus on Latin America with some of the Big Cap Names that have had a big move and how we are rotating the portfolio to find a little more value.
Believe it or not we think we can find some value in the consumer space in Latin America. Tune in for this and much more.
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