Investing in emerging markets has proven to be a challenge for many recently. The promise has always been that faster growth and higher returns would compensate for the risk of investing in a disparate collection of volatile foreign markets. While returns have remained respectable over the past 30 years, the past decade has failed to deliver. This has tested the patience of many, and with so much uncertainty in the world today, how do we build confidence in these markets as attractive long-term investments from here? With an open mind, this webinar considered the risks of economic fragility and geopolitics, against the promise of broad-based economic progress, rising innovation, and the opportunities of the energy transition.
Webinar speakers included Ben Durrant, an investment manager in the Emerging Markets Equity Team at Baillie Gifford; and Tyler Bond, Research Director at the National Institute on Retirement Security.