The Emerging Market Edge
Roundtable Highlights Reels
We are navigating an uncertain backdrop for emerging markets. Geopolitical shifts, macro volatility and policy divergence continue to influence growth, currencies and capital flows across regions.
We welcomed leading emerging portfolio managers and manager research specialists to debate the themes driving opportunity into the future.
In this series of highlight interviews, we explore key themes:
- The macro environment and positioning relative to DM
- The impact of tariffs and a weakening US$
- China’s emergence as a technological leader
- Why LATAM offers compelling opportunities on valuation
With big thanks to our panellists:
Andrew Budge of Quilter Investors
Rohan Aggrawal of Citigroup
Oriana Mezini of Hymans Robertson
Daniel Douglas-Wright of Pacific Asset Management
Dan Babington of TAM Asset Management
DRZ Investment Advisors’ Marc Miller sets out:
- Why EM remains attractively positioned in the present macro environment
- Opportunities in LATAM from near-shoring to financials and beyond
- The importance of dividends in EM Value portfolio construction
Carmignac’s Xavier Hovasse sets out:
- China’s emergence as a technological leader
- Investing in India and Asean markets to benefit from demographic tailwinds and a growing middle class
- Carmignac’s approach to building a diversified quality growth EM portfolio