"Emerging Markets: Are you missing the point?"
Learn why investment manager Baillie Gifford thinks underweighting EM is an active risk, not a cautious stance.
For many investors, being underweight Emerging Market (EM) equities feels like a sensible precaution. However, this stance is an active bet against a growing share of the world's most dynamic companies.
While old narratives about risk persist, the underlying reality of EM economies has transformed, creating a compelling opportunity for allocators who feel the greater risk is staying underweight just as the tide begins to turn.
Download this paper to learn:
- Why the long-held narrative of EM fragility and risk is outdated
- How “re-globalisation” is creating new growth pathways independent of Western demand
- The critical role EM supply chains play in powering DM technology and the energy transition
- Why many EM companies are now global innovators, not imitators
Offered Free by: Baillie Gifford