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Market Weekly – The case for global emerging market equities (podcast)

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Daniel MORRIS
 

Over the past decade global emerging market equities have underperformed their developed market counterparts. What does the COVID-19 crisis mean for developing economies and the asset class ? In this week’s podcast, Vincent Nichols, investment specialist for global emerging market (EM) equities, discusses the case for EM equities with Daniel Morris, our senior market strategist.

This podcast is part of a series articulating our investment views and strategies in the wake of the COVID-19 crisis.

For more on the virus, the economic fallout, and the implications for financial markets and investors, read our series of weekly updates. If you need further information on our strategies or investment policies, please contact your dedicated client relationship manager.


 

Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. The views expressed in this podcast do not in any way constitute investment advice.

The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns.

Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions).

Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.

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