The Next Wave: Global Growth Through Emerging Markets
Emerging markets, home to 80% of the world’s population, are likely poised for significant growth over the next decade. Benefiting from generally youthful demographics, globalization, and fiscal policy advances, these markets present fertile ground for investors. Key opportunities include nonsynchronous growth compared to developed markets, shifts in supply chains, strong balance sheets, and attractive valuations. By taking a nuanced approach to active management, our portfolio managers believe investors can effectively navigate the complexities of these dynamic markets and possibly capitalize on their untapped potential—and why now may be a pivotal moment for the asset class.