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Research notes from the road Philippines: The future is young

Emerging Markets Equity Team

Laurence Bensafi, Deputy Head of EM Equities, has a timely visit to the Philippines. After being an investor's darling for the past decade, it has recently been one of the worst performing equity markets globally. Valuations have reached their lowest levels since the GFC, and liquidity has dried up. Laurence explores what's driving the downturn and where opportunities lie.

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Webinar: Emerging Markets: A Selective View

Emerging Market Debt Team

Brent David, BlueBay Senior Portfolio Manager, joined a P&I webinar panel on seizing EM opportunities. He highlights Latin America's commodity strength, local currency debt's appeal as EM central banks cut rates, and why active management outperforms passive in fragmented markets. He also emphasizes using macro hedges to weather geopolitical shocks without selling quality positions.

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Research notes from the road South Korea: Reforms are creating long-term opportunities

Emerging Markets Equity Team

Will Hayes, Associate Portfolio Manager for Emerging Markets Equities, explores South Korea's surprising renaissance. The serial underperforming EM now capitalizes on AI memory demand and geopolitical tailwinds. With president Lee implementing shareholder reforms to narrow the "Korea discount," Hayes assesses whether companies can truly change.

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Webinar: The emerging markets opportunity

Emerging Markets Equity Team

Alissa Howard and Laurence Bensafi discuss catalysts for an emerging markets supercycle revival. After prolonged underperformance, EM trades at steep discounts while dominating global growth and AI supply chains through Korean and Taiwanese leaders. They analyze how de-dollarization, improved fundamentals, and shareholder-focused reforms create compelling opportunities.

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Polina's Perspective: When Washington burns and markets stay cool

Emerging Market Debt Team

Are we heading into a 'Blessed if you do, blessed if you don't' environment?" Following the IMF meetings, Polina Kurdyavko addresses the contrast between bullish sentiment and EM challenges, discussing geopolitical implications, Latin America's political shifts, and CEMAC opportunities amid rising risks.

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