Emerging MarketsWilliam Blair’s International and Global Equity team recently examined the macroeconomic headwinds facing emerging markets and the resulting implications for corporate performance. Emerging markets equity performance has lagged developed markets substantially since 2010. While sources of underperformance vary by country, emerging markets growth began to decelerate as early as 2012. Emerging markets valuations are at lows relative to developed markets, but is this set to continue for the near-intermediate term? How are companies performing in this environment, and what is the outlook for returns prospectively? The team discussed these issues as well as investment implications in a recent strategy call.

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