Emerging markets have become diverging markets

Paul Hennessy

Capital Group

Emerging markets face many challenges, from a potential rise in US interest rates to low commodity prices and slower economic growth. It may seem that now is not the right time for emerging market debt. And yet, for long-term active investors the universe is broad enough and deep enough to continue to offer plentiful opportunities. Indeed, volatility in the asset class — sometimes due to the risk-on/risk-off approach of many investors — should provide attractive entry points for selective research-driven investors with good valuation discipline.


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Managing Director, Capital Group - Australia
Capital Group

Paul Hennessy is managing director, Australia & New Zealand, at Capital Group. As a relationship manager, he is responsible for covering the institutional client base in Australia and New Zealand. He has 33 years of investment industry experience...

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