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 our latest discussion with Asset TV, Senior Portfolio Manager Ian Simmons shares his perspective on factors influencing emerging markets today, including currency dynamics, valuations, and corporate fundamentals. He also discusses areas of structural change and reform shaping long-term opportunities, while noting key risks and the importance of a disciplined, research-driven approach.
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