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The outlook for emerging markets (EM) continues to divide investor opinion. Over the past decade, several headwinds have posed significant challenges to the EM investment case and, more recently, China’s slowdown has further dampened sentiment. In the short-term, volatility is likely to persist. On the other hand, EMs continue to offer an attractive growth premium versus their developed counterparts, and with many EM central banks appearing positioned to begin a rate-cutting cycle, the early stages of recovery may be forming.
Against this backdrop, there underlies a rich tapestry of opportunities for the informed investor in emerging markets across a diverse group of countries, industries and individual securities.
Whatever the future holds, we're here to help bring you clarity in emerging markets.