Emerging Markets investors are experiencing significant market volatility and a historic shift in macro-economic expectations in the wake of the COVID-19 outbreak.
In this online adviser briefing, senior fund manager James Syme explains the outlook for this asset class, drawing on more than two decades of experience in emerging markets (EM).
James and his colleague Paul Wimborne remain focused on country-level factors when thinking about risks and opportunities in EM equity, but they also review developments at sector and industry level.
In this webinar, James will give an overview of the key drivers of returns in this asset class and how they have been impacted by COVID-19.