William Blair Investment Management portfolio manager Marcelo Assalin is quoted in this Bloomberg story that looks at how big data and metrics are shaping investment strategies, much like the approach by the Oakland A’s made famous in the book Moneyball.
As part of this story, emerging markets’ attractiveness is discussed, and Assalin told Bloomberg that “[w]e anticipate favorable economic conditions, stable fiscal and debt dynamics, and supportive external accounts in most regions this year.”