Deliberating EM equities

Navigating an increasingly diverse and higher-quality asset class.

Emerging markets generate 58% of global GDP but represent just 9% of equity portfolios¹. To help investors unlock long-term value in the asset class, we share our latest ideas.

Part one: the big picture

How has the investment opportunity set evolved?
Is a disappointing decade set to repeat or is the tide turning?
India: strong performance and increasing relevance, will it continue?
Coming soon – insights on the asset allocation decision

¹ Source: Population and GDP breakdown are from the IMF and Equity ownership is based on allocations tracked by Broadridge (as at Q3 2023).

Important Information

This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

All rights reserved. Issued by Ninety One.

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Select your role

Deliberating EM equities

Emerging markets generate 58% of global GDP but represent just 9% of equity portfolios¹. To help investors unlock long-term value in the asset class, we share our latest ideas.

Part one: the big picture

Our EM equity strategies

[email protected]

Canada

Select your role

Deliberating EM equities

Emerging markets generate 58% of global GDP but represent just 9% of equity portfolios1. To help investors unlock long-term value in the asset class, we share our latest ideas.

Part one: the big picture

Our EM equity strategies

[email protected]

Emerging markets generate 58% of global GDP but represent just 9% of equity portfolios¹. To help investors unlock long-term value in the asset class, we share our latest ideas.