Insights

Turning tides: A new dawn for capital flows

Host Nick Robinson sits down with in-house experts Peter Dunbar and Alex Smith to explore how capital flows are shifting across Asia and the Middle East.

Authors

Nick Robinson

Sr. Investment Director, Global Emerging Markets Equities

Peter Dunbar

Head of Middle East & Africa Distribution

Alex Smith

Head of Equities Investment Specialist, Asia Pacific

Turning tides: A new dawn for capital flows

Duration: 29 Mins

Date: Oct 07, 2025

Emerging markets (EM) have transformed dramatically over the past two decades – from crisis-prone economies to dynamic hubs of innovation, capital formation and domestic investment.

On the latest Emerging Markets Equities Podcast episode, “Turning tides: A new dawn for capital flows,” host Nick Robinson sits down with Peter Dunbar and Alex Smith to explore how capital flows are shifting across Asia and the Middle East, and what it means for investors.

The highlights

The rise of domestic investors. From sovereign wealth funds to retail pension plans, local capital is reshaping EM markets.
Middle East momentum. How reforms and infrastructure investment are turning the region from a capital source to an investment destination.
Asia’s evolution. Why liquidity, regulation and retail behavior are driving change in markets like India, China, and Singapore.

The significance

Capital flows shape markets – and as emerging economies evolve, so too does the source and direction of investment.

Understanding how domestic investors, policy reforms and shifting global dynamics are influencing capital allocation is key to navigating the next phase of growth in EM. This episode offers a front-row seat to those changes, from the ground up.

The episode

Tune in to listen to the Emerging Markets Equities Podcast on Apple Podcasts and Spotify.

Important information

Projections are offered as opinion and are not reflective of potential performance. Projections are not guaranteed and actual events or results may differ materially.

Foreign securities are more volatile, harder to price and less liquid than U.S. securities. They are subject to different accounting and regulatory standards, and political and economic risks. These risks are enhanced in emerging markets countries.

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