Janus Henderson Investors’ Post

The Emerging Markets Investors Alliance wishes you a Happy New Year and look forward to working with you in the 2024 to advance good governance and #sustainability in #emergingmarkets! #responsibleinvestment

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

Polar's Head of Emerging Markets, Jorry Noeddekaer, provides valuable insights on the latest tailwinds for the asset class in our newest white paper. Check out the details here: [https://lnkd.in/eKyaG5z2] #PolarCapital #EmergingMarkets #Outlook

The Emerging Markets Investors Alliance wishes you a Happy New Year and look forward to working with you in the 2024 to advance good governance and #sustainability in #emergingmarkets! #responsibleinvestment

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

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

Finance & Transactions Partner Nicholas Pascal shared his insights on emerging markets with the FT Adviser. Nick discusses the opportunities presented by emerging markets in general and Africa in particular, noting the importance of approaching each market with an understanding of their nuance and uniqueness. To read the article in full, please follow the link below. #EmergingMarkets #Ethiopia #Investment

Emerging markets revisited: A global opportunity 💡 Explore why emerging markets could be set to outpace developed ones as well as the latest corporate governance trends and current valuations. Chaired by Edison's Fraser Thorne, don't miss valuable insights from our expert panel featuring Charles Jillings of ICM Limited, Amber Gordon of Fidelity International and Fadrique Balmaseda of WhiteOak Capital. Register here: https://lnkd.in/eBQiSrSH #emergingmarkets #EM #webinar #investing

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