Client Portfolio Manager
• Podcast
EM to the core, Episode 6 – Performance dispersion and the alpha opportunity
Emerging markets are anything but homogeneous: institutions, policy regimes, commodity exposure, governance standards and political risk vary. This dispersion is the opportunity set. Find out how active managers can exploit mispricings, avoid policy traps and concentrate capital in the subset of markets and companies that have the potential to compound value.
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Top keywords
Emerging Stars Equities D EUR
- performance ytd (31-5)
- 33.97%
- Performance 3y (31-5)
- 25.95%
- morningstar (31-5)
- SFDR (31-5)
- Article 8
- Dividend Paying (31-5)
- No
Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.
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