Steven Gray, Head of Global Emerging Markets and Regional Asia Value Equities, Eastspring Investments | Steven explains why emerging market equites remain strategically relevant for investor portfolios, despite a challenging decade. He discusses why EM faces a pivotal moment in the current environment, with structural reforms and global shifts under way, attractive valuations and the persistence of tailwinds despite tariffs.
Listen to the full interview which covers:
- Does the disappointing performance of Emerging Markets over the last 10 years suggest it is no longer as relevant for inclusion in pension fund mandates?
- What makes now a pivotal moment for EM equities?
- Why do you think the China equity market can be supportive to EM post the recent rally?
- Do the tailwinds supporting EM remain valid in this new world of tariffs?
- What should investors consider when increasing exposure to EM equities?
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