Emerging markets: Why should you pay attention to them?
In the dynamic world of finance, understanding various investment opportunities is crucial for portfolio diversification. But what makes emerging markets special? We spoke to key experts at IMpower | FundForum 2024 to find out more about the asset class and why specialised expertise is needed to make the most of them.
Unlocking the potential of emerging market debt with Damien Buchet, Principal Asset Management
Damien Buchet, CIO Principal Finisterre, Principal Asset Management, explores the role of EMD within global portfolios, debunking the myth that it is a beta-trending asset class. He emphasises the resilience of EMD against global economic shocks, its attractive returns primarily from compounded income, and the importance of specialized management for extracting true alpha.
Active management and “the emerging markets story” with Richard Garland, NinetyOne
Richard Garland, Managing Director, Global Advisor, NinetyOne, shares the challenges of active management today. The interview covers adaptive investment solutions and the importance of emerging markets in the strategy while working with clients to find the optimal mix in their portfolios.