Find ideas for investing effectively in emerging and frontier economies
Most equity indexes in Asia rose more YTD than both the US and Europe, except for China. Within EM, Latin America also saw strong gains.
How geopolitics and AI are reshaping emerging markets—and where investors can still find and defend real shareholder value.
In this episode, hosts Hina and Sandeep delve into a range of topics with Alex, including U.S. policy uncertainty, the changing global economic landscape, ongoing trade tensions amid an evolving wo...
Five reasons to be bullish on China (and one key risk to be aware of).
Behind the EM rebound
In this video, Kamil Dimmich, Portfolio Manager of Pacific’s Emerging Market strategies, joins Seb Stewart, Head of US Institutional Sales, to look back on 10 years of consistent outperformance. Wh...
Emerging markets are undergoing a structural re rating across FX, fixed income, and now equities—potentially offering attractive upside versus developed markets.
Jordan Rizzuto, Managing Partner and CIO, GammaRoad Capital Partners
With US equities ‘priced for perfection’ and market concentration at historic highs, emerging markets may offer a more balanced path to growth, and a way to reset portfolio risk.
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