Is now the opportunity for emerging markets?
Emerging market equities are often put into one generic box with investors considering whether the time is right or not.
Whilst our EM team definitely think the time is right, they also look deeper to consider where a company is in its lifecycle, and how that will impact returns to investors before putting it into the portfolio.
Al Bryant will discuss some fascinating themes going on in EM at the moment and explain the current portfolio positioning, as well as answer your questions on the market.