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Decline

21-03-2025 · Podcast

Podcast: The tables have turned and EM might benefit from it

Global markets are reeling from unpredictable US policy shifts – from tariff wars to geopolitical moves – all of which has left emerging market equity investors on edge. Positioning portfolios for 2025 and beyond demands a clear grasp of regional, country, and sector dynamics. Investors are looking for alternatives to US Big Tech companies and start adding regions with more attractive valuations and decent prospects.

    Authors

  • Joshua Crabb - Head of Asia-Pacific Equities

    Joshua Crabb

    Head of Asia-Pacific Equities

  • Wim-Hein Pals - Head of Emerging Markets team

    Wim-Hein Pals

    Head of Emerging Markets team

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