EL&C Baillieu Chief Investment Officer Malcolm Wood expects improved investment returns for global emerging markets over the next 12 months, driven by:

  • a likely US-China trade resolution,
  • China stimulus focused on consumption, and
  • emerging markets’ discounted valuation, trading on a forward PE of just 12x.

In this podcast, Anthony Doyle from Fidelity International helps us understand emerging markets, the key drivers of growth, and the risks that investors should consider.

Tune in to hear the current state of play, including why you would invest in emerging markets, how can you do it, and why active management is important.