Insights   |   November 25, 2025

Webinar: The Active Edge – Capturing Mispriced Quality in Global Emerging Markets

In our latest webinar, Jerome Booth, Ian Simmons, and CJ Morrell examined the evolving landscape of emerging markets and discussed where potential opportunities may arise. The conversation explored why a selective, actively managed approach can help navigate risks and inefficiencies compared to passive allocations, and how structural changes in key regions, including Asia, the Middle East, and select frontier markets, are influencing long-term investment considerations.

Ian Simmons
Ian Simmons
Senior Portfolio Manager

In this session, our speakers shared perspectives on:

  • How emerging markets can complement a broader global allocation
  • Historical context on U.S. dollar trends and their influence on EM performance
  • Case studies illustrating opportunities identified through active management
  • Why passive exposure may overlook risks and how a selective approach seeks to capture mispriced, high-quality businesses

 

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. 

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