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IMF Spring Meetings 2026 takeaways

May 2026

 

Against a backdrop of war, policy uncertainty, and shifting capital flows, the Spring 2026 IMF meetings offered a clearer view of where investors see opportunity in global markets and emerging economies.

  • Meetings were packed, including tourist-like big asset managers not focused on emerging markets (EM), but hearing about it as if it is the new thing.
  • Everyone was bearish on the US dollar (USD) but we are bullish USD (vs. majors). (We own and like EMFX, but are focused on exporters.)
  • China was loved, but still unowned.
  • Commodities exporters > importers.
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Any views expressed are opinions of the author at the time of writing and is not a recommendation to act.
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