Investing in Emerging Markets: Past, Present & Future

Senior Portfolio Manager, Ian Simmons recently joined FocusIR for a virtual roundtable discussion on investing in emerging markets – past, present & future. Moderated by John Hughman, Ian and his fellow speakers, Charles Jillings, Utilico Emerging Markets and Thuy Anh Nguyen, Dragon Capital, the conversation explored how structural shifts, improved governance, and long-term megatrends are reshaping investment opportunities across emerging markets.

Ian highlighted the team’s differentiated bottom-up investment approach guided by top-down themes, long-term focus, and valuation discipline, while addressing misconceptions about emerging markets by outlining their diversification benefits and resilience through periods like the COVID crisis. He also spotlighted South Korea as a compelling opportunity, driven by value-up reforms and global leadership in export industries like tech and shipbuilding.