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Emerging markets equities: Make way for the anti-incumbents

In the latest podcast, Devan and Tom discuss moving past challenges such as market volatility, policy changes, and strategic adjustments in 2024 before shifting their focus to the potential opportunities for the asset class in the upcoming year.

Authors
Devan Kaloo
Global Head of Equities
Tom Harvey
Senior Equity Specialist
Emerging markets equities: Make way for the anti-incumbents

Duration: 11 Mins

Date: Jan 15, 2025

"If I were trying to sum it up in a few words, I would say that, generally, anti-incumbent and populists were the main winners to come out of [the plethora of 2024] elections."

In the latest Quarterly Perspectives podcast, abrdn’s Global Head of Equities Devan Kaloo joins host Tom Harvey to discuss the recent quarter's highlights before providing their insights and perspectives on 2025, such as:

  • The anticipated shift in US policies with the arrival of the new presidential administration
  • The potential for positive surprises due to low valuations and possible economic stimulus from China amid consumer sentiment

Tune-in to listen to our Quarterly Perspectives episodes on Apple Podcasts, Buzzsprout, and Spotify.

Important information

Projections are offered as opinion and are not reflective of potential performance. Projections are not guaranteed and actual events or results may differ materially.

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