Quality Growth Boutique

Will Emerging Markets See the Light?

White Paper
Emerging Markets
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Ben Falcone

Head of Client Portfolio Manager Team Quality Growth Boutique

Like a lotus flower that rises through the mud to blossom each morning, we think emerging markets will see prosperous times ahead:

  • EM consumption growth, driven by a rising middle class, remains intact.
  • Many EMs today are more resilient to external shocks than in the past and can better withstand the pressures of a stronger US dollar.
  • Many EMs have been fairly conservative in their use of stimulus in response to Covid-19, which could lead to a lower financial burden over the long term.
  • The MSCI EM Index is currently trading at a 15-year low when compared with the MSCI World (Developed) Index.

Emerging markets can offer investors the opportunity to participate in an enduring growth story.

 


Sustainable Equities Boutique
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Viewpoint
Emerging Markets

ESG in emerging markets has room to mature

As sustainability-minded equity investors are looking beyond their home turf, the global importance of environmental, social and governance (ESG) standards is rising. But while their significance is relatively high in the “west”, emerging-markets companies have some catching up to, according to Lara Kesterton, Vontobel’s Head of mtx ESG Research.

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