Quarterly outlook

EM Equities Quarterly Outlook

In our quarterly outlook for emerging markets equities, Wim-Hein Pals, Head of Emerging Markets team, explains the team’s country views in light of the war in Iran, and examines the longer-term outlook. In an interview, Cornelis Vlooswijk, Portfolio Manager, reflects on his investment journey and EM trends. Finally, João Giesta, Equity Analyst, shares updates on Latin America following his recent trip to the region.

Authors

    Head of Emerging Markets team

Summary

  1. Geopolitics temporarily disturbing the EM picture
  2. A portfolio manager’s take on EM trends and opportunities
  3. Trip notes from South America

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