Demystifying emerging markets
A look at the current themes helping to drive emerging markets while addressing questions on investors' minds about the asset class.
As incomes rise and urbanization expands, rates of consumption are rapidly outpacing developed markets, with emerging Asia set to dominate consumption by the 2040s.
Emerging markets dominate global production in tech areas such as semi-conductor manufacturing; while growing cities drive the need for homes, utilities, and transportation.
Uncertain Fed policy and the potential for a consumer recovery in China have helped drive flows into emerging markets. Yet many EM companies still trade well below their long-term averages.
We are a high conviction active manager focused on long-term results; aiming to identify outstanding emerging market companies that have strong fundamentals.
We only invest in companies with strong balance sheets that are cash generative, with good management teams who effectively manage ESG risk, and with a clear and defendable competitive advantage.
We have a large, experienced and dedicated emerging markets investment team based globally across regions since 1987.
View our market overview videos and podcasts