We believe the case for emerging markets (EMs) has become increasingly compelling. Between a weakening U.S. dollar, strengthening fundamentals, and attractive valuations, the asset class appears well positioned for renewed investor interest, with recent outperformance suggesting EM equities may be at the start of a long-awaited recovery. But because EM investments generally involve greater volatility and risk than developed market (DM) investments, active management is key.
Read our report learn more about the five key themes help make the investment case for EMs:
- Structural Dollar Decline
- Earnings-Led Rally
- Underowned and Undervalued
- The Global AI Buildout
- Multiple Structural Growth Pillars Beyond AI