Meet the AI makers
Emerging markets are building the backbone of the AI revolution, offering long-term investors a compelling way in.
4 minutes
Global
Deliberating EM equities
Deliberating EM equities
Resetting the narrative on emerging market equities
Emerging market equities are outperforming developed markets for the first time in years and many believe this could mark the start of a long-term structural shift.
19 Aug 2025
15 minutes
Jen Ford
Archie Hart
In the first of a two-part podcast, Jen Ford speaks with Ninety One EM equities portfolio manager Archie Hart about why this cycle feels different, what’s driving renewed momentum, and how EMs are increasingly defined by policy discipline, innovation, and market-led growth.
From shifting investor sentiment to the meaningful impact of even modest reallocations away from the US, this conversation sets the stage for understanding the factors shaping EM equities today and explores potential future trends.
General risks. The value of investments, and any income generated from them, can fall as well as rise. Past performance is not a reliable indicator of future results. Environmental, social or governance related risk events or factors, if they occur, could cause a negative impact on the value of investments.
Specific risks. Emerging market (inc. China): These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.
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