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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Discover emerging opportunities
For investors focused on long-term investing with real diversification, EM exposure is critical.
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