The Active Edge: Capturing Mispriced Quality in Global Emerging Markets

December 18, 2025 | Emerging Markets, Public Markets

Ian Simmons

Senior Portfolio Manager, Emerging and Frontier Markets

CJ Morrell

Managing Director, Head of Japan

Ian Simmons, Senior Portfolio Manager and CJ Morrell, Managing Director, Head of Japan, recently explored why emerging markets are entering a new period of structural opportunity. With more than 30 years of combined emerging markets experience, the pair set out the macro landscape, the evolution of the opportunity set and their thoughts on the implications for investors.

Private Content Access Registration

The Active Edge: Capturing Mispriced Quality in Global Emerging Markets

Please fill out this form to access this document.

First Name *

Last Name *

Email *

Company *

Role or Title *

Country *

* These fields are mandatory.

The information provided in this website is reserved for professional and institutional investors only, and is not intended to be viewed in the United States or by US Persons.

By clicking “I accept” you:

are a professional client as defined by the Financial Conduct Authority in the United Kingdom (COBS 3.5).
are not a US Person (including being a US citizen or resident, or company incorporated under US law).
acknowledge and agree to the terms of our Privacy Policy.

I hereby certify the above, and acknowledge that I have read, understood and accept the aforementioned conditions.

I accept

Cancel

Most Recent

Market Commentary, Public Markets

Global Asset Allocation Team Market Update – March 2025

March 7, 2025

Learn more

Market Commentary, Public Markets

Global Asset Allocation Team Market Update – February 2025

February 11, 2025

Learn more

Market Commentary, Public Markets

Q1 2025 Investment Outlook & Portfolio Strategy

January 20, 2025

Learn more