Emerging markets revisited: A global opportunity

Edison Explains: Emerging markets revisited: A global opportunity

Join our upcoming webinar in which our expert panel will explore the potential investment opportunities within emerging market economies. Our panellists will discuss the impact of key secular themes on emerging markets, such as urbanisation, rise of the middle class, as well as geopolitics and deglobalisation, among others. They will outline the conditions required for equities in emerging markets to outperform development markets and will also elaborate on the significant dispersion in valuations across countries.

Panellists:
Fadrique Balmaseda, investment director, WhiteOak Investors
Amber Gordon, associate investment director, Fidelity International
Charles Jillings, director, ICM and chief executive, ICM Investment Management

Register here >

Join our upcoming webinar in which our expert panel will explore the potential investment opportunities within key emerging market economies. Our panellists will discuss the impact of key secular themes on emerging markets, such as urbanisation, rise of the middle class, as well as geopolitics and deglobalisation, among others. They will outline the conditions required for equities in emerging markets to outperform development markets and will also elaborate on the significant dispersion in valuations across countries.

Panellists:
Fadrique Balmaseda, investment director, WhiteOak Investors
Amber Gordon, associate investment director, Fidelity International
Charles Jillings, director, ICM Limited and chief executive, ICM Investment Management Limited

Register here >

Latest

Investment Companies | insight

Inside the mind of investors: International Biotechnology Trust

insight

The activists are at the gate

insight

November 2024 edition of Edison Insight

insight

October 2024 Edition of Edison Insight

Investment Companies

Edison Themes: Emerging markets – Worthy of consideration

In this report we provide an overview of emerging markets and suggest why they warrant an allocation within a global portfolio. We focus on the 11 funds in the AIC Global Emerging Markets sector, although there are a further 25 closed-end country-specific and regional emerging market funds available. In aggregate, emerging markets offer the prospects of higher economic growth and are trading on more attractive absolute and relative valuations compared with developed markets; however, there are important country-specific features that need to be taken into consideration. Historical data show that emerging markets tend to outperform during periods of US dollar weakness.

Continue Reading

Subscribe to Edison

Get access to the very latest content matched to your personal investment style.

Sign up for free