Emerging market Portfolio Managers Ernest Yeung and Verena Wachnitz discuss their perspectives on emerging markets. Read more...
Despite recent headwinds, the fundamentals for emerging markets remain robust. The current cycle remains young, and we are encouraged by various policy and financial measures by governments and companies alike.
While trade wars and monetary tightening are concerns, a range of other factors provide support.
Near-term volatility due to macro and political concerns creates an opportunity to find companies with attractive valuations.