PM Spotlight: At Home in Emerging Markets
According to Derrick Irwin, senior portfolio manager and co-head of Allspring’s Intrinsic Emerging Markets Equity team, there’s potential for a sea of change in how investors allocate to emerging market equities.
Key takeaways
- Current trade tensions have accelerated a longer-term trend that has benefited emerging market economies with greater access to cheaper goods and fewer barriers to trade.
- Relative risk has narrowed between emerging and developed market equities, along with progress in technology, manufacturing, energy production, and financial inclusion.
- The Intrinsic team sees a massive investment opportunity for emerging market equities, especially amid concerns around developed market valuations and trade policies.
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