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Now is the time for value investing in emerging markets

Now is the time for value investing in emerging markets

10-12-2020 | Product webinar
Emerging market equities and the value style had a rough ride as investors sought more defensive regions and stocks during the Covid-19 pandemic. With vaccine now in sight, it’s time to consider the abundance of opportunities in this field. Seeking ‘smart value’ is the way forward, as the historical valuation gap between value and growth investing begins to close.
  • Jaap  van der Hart
    Jaap
    van der Hart
    Equity Fund Manager
  • Jan de Bruijn
    Jan
    de Bruijn
    Client Portfolio Manager Emerging Markets
Portfolio Manager Jaap van der Hart and Client Portfolio Manager Jan de Bruijn outline how a value tilt is still the optimal strategy in emerging markets, where market inefficiencies make it easier to find the real gems. They discuss how a vaccine will boost economic recovery, and how more progressive and pro-China policies from US President-elect Joe Biden bode well for this dynamic arena
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