On 2 September, Baillie Gifford's Amy Leishman, Investment Specialist, shared her insights on why Emerging markets are still widely filed under three assumptions: too volatile, too homogeneous, and short on genuinely world class companies.
In this digital event, Leishman dismantles the outdated narrative and then turns to the more interesting issue: the widening set of areas where emerging markets now lead rather than follow and what a patient, fundamental approach can do with that.
The session covered:
- Reassess commonly held assumptions about EM
- Understand how the EM asset class has evolved and why it may be poised for a period of sustained outperformance
- Explore how a fundamental, long-term approach to growth investing can uncover opportunities across EM
