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Emerging markets: finding opportunity in a rapidly changing world
Emerging markets remain one of the most diverse and dynamic areas of the global investment landscape. In this presentation, we explore the key market developments shaping the asset class, our outlook for the opportunities and risks ahead, and how the Rathbone Global Emerging Markets Fund is positioned to capture long-term growth through a disciplined, selective and fundamentally driven investment approach.
Too Important to Ignore
Emerging markets have changed considerably. The mental model most investors use to frame the opportunity has not. The case has always rested on growth and valuation, but neither is sufficient on its own to deliver equity returns - and that argument could have been made at any point in the last twenty years. The more important structural drivers are subtler, and have been quietly compounding away: greater resilience, the evolution from supply chain to value chain, better capital allocation, and a leapfrog effect. Collectively, they have reached the point where the case for emerging markets no longer rests on a forecast and is ever harder to ignore.
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