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. We share our latest ideas to help investors unlock long-term value in the asset class.

These topics include:
  • The big picture
  • Notes from the road
  • Sustainability
  • The 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 2024).

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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