“But over the medium term,” Devan Kaloo, Head of Global Equities states, “I'm actually positive for the asset class, because I think it means that potentially these countries and companies benefit from the refocus on the opportunity outside.”
On the latest Quarterly Perspectives podcast, Devan joins host Tom Harvey to recap the quarter that was (Q1) for the asset class, before discussing:
- The outperformance of emerging market value stocks over quality stocks and the impact of geopolitical developments on market dynamics
- Despite recent market volatility, the outlook for emerging markets remains positive due to potential opportunities arising from global economic shifts
Tune-in to listen to our Quarterly Perspectives episodes on Apple Podcasts, Buzzsprout, and Spotify.
Important information
Projections are offered as opinion and are not reflective of potential performance. Projections are not guaranteed and actual events or results may differ materially.
Foreign securities are more volatile, harder to price and less liquid than U.S. securities. They are subject to different accounting and regulatory standards, and political and economic risks. These risks are enhanced in emerging markets countries.
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