Key takeaways from James’s webinar update includes:
- US dollar weakness will remain a tailwind for Emerging Markets in 2026
- Emerging markets are forecasted to deliver strong earnings growth than developed markets in 2026.
- Valuations in the Emerging Markets remain at a ~30% discount relative to developed markets
James also outlined why the team believes the current environment is among the most supportive for Emerging Markets the team has seen in the past 15 years, with a combination of structural and cyclical factors shaping the opportunity set.
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