Keynote: The tide is set to rise for Emerging Markets equities

After a lost decade, cyclical and structural headwinds are abating for Emerging Markets equities, while profound secular changes are becoming tailwinds. However, the path ahead will look very different to the past, as Emerging Markets undergo rapid social and structural transformation, accelerated by the Covid-19 pandemic.

At Australia's Portfolio Construction Forum Markets Summit in February 2023 Tassos Stassopoulos outlined why, in times of complexity and ambiguity, investors should avoid the risk of betting on yesterday’s winners. Tassos makes the case that the real opportunity lies in taking a fresh approach to identifying, understanding and investing in upcoming trends that will shape Emerging Markets, some of which will even influence the developed world.

Watch his keynote conference speech below.

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The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of Trinetra Investment Management LLP and are subject to revision over time. Trinetra is authorised and regulated by the Financial Conduct Authority in the United Kingdom.