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We’re pleased to share the latest thinking from T. Rowe Price experts on emerging markets investing, with perspectives from the frontlines of emerging markets and insight on the headwinds and tailwinds that are moving markets. See below for ideas on how to harness the power of emerging markets today.
While the trade dispute between the U.S. and China continues to dominate the headlines, and its recent slowdown in economic growth has raised some concerns, institutional investors should be looking closely at opportunities to invest in Chinese equities for longer-term diversification and alpha.
The changing nature of global economic growth requires a new look at global equity investing, away from traditional silos based on region and capitalization size.
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.