The Post-Dollar EM Opportunity
November 24, 2025 | Emerging Markets, Public Markets
Senior Portfolio Manager Ian Simmons discusses the drivers behind renewed momentum in emerging markets, key reform stories and where he sees the most compelling opportunities ahead.
In a recent Asset TV discussion, Ian explains how a weakening US dollar, attractive valuations and improving corporate fundamentals are fuelling renewed momentum in emerging markets. He also explores sectoral and country-level opportunities, from AI and electric vehicles to reforms in Korea and Saudi Arabia, while highlighting the risks and the importance of a selective, active investment approach.
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