Emerging market equities: Volatility, valuations, and the value case
Geopolitical risk, shifting returns, and where investors are finding opportunity across emerging market equities.
Date: Apr 15, 2026
A volatile start to the year has left emerging market equity investors weighing renewed geopolitical risk against improving fundamentals and longer‑term growth drivers.
In the latest Quarterly Perspectives podcast on emerging market equities, host Tom Harvey speaks with Head of Global Emerging Markets Devan Kaloo about a volatile first quarter marked by early gains, heightened geopolitical risk, and shifting macro expectations.
The discussion highlights growing divergence across emerging markets and how recent volatility, valuation resets, and improving earnings expectations may be creating selective opportunities for long‑term investors despite ongoing uncertainty.
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