Adam Schneider, CFA’s Post

China and the Federal Reserve have been the main headwinds for emerging markets in recent years, but could these soon become tailwinds?   Jorry Nøddekær, Lead Portfolio Manager of the Polar Capital Emerging Markets Fund, believes there are five good reasons emerging markets are close to an inflection point. Read more about how he thinks they could change the narrative for emerging markets in the near future. https://lnkd.in/eURk4yzc #PolarCapital #EmergingMarkets #Outlook

When investing in emerging markets equities, it's important to consider how the potential rewards may outweigh the risks. 📈 Learn more in Bloomberg's novel emerging markets index (BFREE Index), which leverages a comprehensive dataset from Freedom House: https://bloom.bg/49yvZ10 #Indices #EmergingMarkets #Equities

When investing in emerging markets equities, it's important to consider how the potential rewards may outweigh the risks. 📈 Learn more in Bloomberg's novel emerging markets index (BFREE Index), which leverages a comprehensive dataset from Freedom House: https://bloom.bg/3JfvwpC #Indices #EmergingMarkets #Equities

With Fed cuts expected this year, Jorry Nøddekær, Lead Manager of the Polar Capital Emerging Market Stars Fund, explains how this could prove a pivotal inflection point for emerging markets. Giving his outlook on emerging markets, he discusses the improving situation in China, the Fund’s overweight to Latin America, and explores whether technology can remain a key driver of growth for the portfolio over the next 18 months. https://lnkd.in/eVc35pdJ #PolarCapital #US #EmergingMarkets #InvestmentOutlook

Great interview with Jorry Noeddekaer where he discusses some of the key themes in EM investment right now. 1. China allocations/bottoming out 2. LATAM overweights/opportunities 3. Technology valuations. Worth a watch. #emergingmarkets #assetmanagement #fundmanagement

When investing in emerging markets equities, it's important to consider how the potential rewards may outweigh the risks. 📈 Learn more in Bloomberg's novel emerging markets index (BFREE Index), which leverages a comprehensive dataset from Freedom House: https://bloom.bg/49skckS #Indices #EmergingMarkets #Equities

When investing in emerging markets equities, it's important to consider how the potential rewards may outweigh the risks. 📈 Learn more in Bloomberg's novel emerging markets index (BFREE Index), which leverages a comprehensive dataset from Freedom House: https://bloom.bg/3TXFwZI #Indices #EmergingMarkets #Equities

Thank you @AsianInvestor for the opportunity to discuss investing in Asian Emerging Markets. The IMF forecasts that Asia will contribute to 60% of global GDP growth in 2024, led by India, China, ASEAN 5 + Vietnam, Korea, and Taiwan. As someone who has long invested in these markets, the standout evolution for me is the rapid growth of "EM to EM" trade, marking a shift from the traditional "EM to DM" dynamics. #BCI #GEM #emergingmarkets #equities #asiangoldenage

Emerging markets are dynamic and fast-paced, making flexibility and an open mind key for investors in this space. Jean-Christophe Lermusiaux, BCI’s Managing Director of Global Emerging Markets – Public Markets, recently shared his perspective with AsianInvestor on the importance of spending time on the ground in these regions to understand the local investment landscape, support holistic due diligence, and stay ahead of trends. Check out the full article: https://lnkd.in/gJ9XpGvW Learn more about our global emerging markets equities strategies and $138-billion public markets program: https://lnkd.in/g6HaKszT #BuildingMeaningfulFutures #EmergingMarkets #ThoughtLeadership

As we enter the year of the dragon, get thoughts from the Franklin Templeton Emerging Markets Equity team on the road map for recovery in China’s economy and equity markets. https://lnkd.in/exYYGTmZ.