June 17, 2026
Emerging Markets—The New Engine of Global Growth
Portfolio Manager
Portfolio Specialist
While geopolitical volatility has introduced near-term uncertainty to emerging markets (EMs), we believe the case for EMs remains compelling. A weakening U.S. dollar, attractive valuations, and strengthening fundamentals all support the asset class, and recent outperformance suggests EM equities may be at the start of a long-awaited recovery.
Explore what we believe is driving the shift towards EMs, why the asset class is central to the growth trends redefining the global economy, and what it may mean for investors in 2026 and beyond.
Important Disclosure
This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions. Investing involves risks, including the possible loss of principal.
