Insights

Emerging markets: Investing beyond the dragon's reach

A better way to manage China risk? Nick Robinson joins host Tom Harvey to discuss this and more on the latest podcast.

Authors

Nick Robinson

Sr. Investment Director, Global Emerging Markets Equities

Tom Harvey

Senior Equity Specialist

Duration: 15 Mins

Date: Jul 15, 2024

"Going forward, ... we still see a reasonably positive outlook for emerging markets."

On the latest Quarterly Perspectives podcast – the show that looks at what happened in the recent quarter and provides our outlook for emerging markets as an asset class – focusing on emerging market equities, Sr. Investment Director Nick Robinson joins host Tom Harvey to discuss attractive investment possibilities in emerging markets outside the world's second-largest economy, along with:

A brief recap of the second quarter
Recent and upcoming elections
Federal Reserve's policy shift
Projections for the remaining half of 2024

Transcript

Tune-in to listen to our Quarterly Perspectives episodes on Spotify.

AA-120724-180625-1

Next Steps

Featured Capabilities

We offer investment expertise across all key asset classes, regions and markets so that our clients can capture investment potential wherever it arises.

Emerging market ex-China

Find out more about Emerging Market ex-China

Insights4 min Read

Emerging markets: Why excluding China can sometimes make good sense

A look at why some investors are increasingly turning to emerging markets beyond China, seeking more control and a closer alignment with global economic trends.

Jan 28, 2025