Amid continuing volatility on the back of one of the biggest selloffs in emerging markets this year, active managers are finding hope in the long-term outperformers for their EM portfolios. The negative global macro-environment has, in fact, separated the bad from the good and has forced some EM companies and countries to be more self-reliant. A panel of emerging market experts that includes Maria Negrete-Gruson, managing director and portfolio manager at Artisan Partners; Ricardo Adrogué, head of emerging markets debt at Barings; and Claire Franklin, portfolio manager at BMO Global Asset Management discuss the macro-environment, share company and country specifics, and offer insights on where to look past the headlines.

Alternative investments can play an important role if approached in the right manner. Today, with interest rates rising and volatility returning to stock prices as valuations seem somewhat stretched, some alternative strategies can provide investors with sources of return that are not correlated with traditional asset classes and that offer downside protection. But carving out an allocation to alternatives requires deep understanding and thorough due diligence. Biagio Manieri, managing director at PFM, discusses why alternatives make sense and how investors should think about understanding them.