Emerging markets are too often defined by outdated assumptions. As a global asset manager with deep EM roots, we believe there's a more informed way to view these dynamic and diverse economies.
At our recent EM Perspectives event in London, we welcomed asset allocators from around the world to explore where the real opportunities lie. With insights from our investment teams and guest speakers, the event offered a fresh look at the evolving EM landscape.
Key takeaways included:
- New approaches for a new era: In today’s volatile environment, yesterday’s playbook may no longer apply. Our experts discussed why investors should broaden their view to capture the full spectrum of opportunities - especially within emerging markets.
- A shifting global landscape: From changing geopolitical alliances to supply chain realignments, EM companies are at the forefront of transformation - offering fertile ground for active investors.
- Private debt: the untapped frontier: Emerging market private debt is gaining traction as a way to access long-term structural themes, including urban infrastructure and technologies driving the energy transition.
- A geopolitical reality check: Best-selling author Tim Marshall shed light on future global flashpoints—highlighting the complex, rapidly changing forces shaping the world order.
Explore more of our thinking on investing in Emerging Markets below.
Event gallery 2025
EM Perspectives
Explore Ninety One’s insights on emerging market equity and debt.
