In our latest discussion with Asset TV, Senior Portfolio Manager Ian Simmons shares his perspective on factors influencing emerging markets today, including currency dynamics, valuations, and corporate fundamentals. He also discusses areas of structural change and reform shaping long-term opportunities, while noting key risks and the importance of a disciplined, research-driven approach.
Videos, Webinars and Podcasts | November 25, 2025
The Post-Dollar EM Opportunity
Senior Portfolio Manager Ian Simmons discusses the drivers behind renewed momentum in emerging markets, key reform stories and where he sees the most compelling opportunities ahead.
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Disclosures
This discussion is for informational purposes only and does not constitute investment advice or a recommendation. Past performance is not indicative of future results. Investing in emerging markets involves risks, including currency fluctuations, political and economic instability, and potential loss of principal. For institutional investors only. This is a marketing communication.