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Emerging Markets – Comeback or Structural Risk? (EN)

Emerging Markets – Comeback or Structural Risk? (EN)

FINANZ Podcast vor 3 Monaten

Get a concise overview of the shifting dynamics in Emerging Markets — from geopolitical tensions and trade realignments to structural growth stories and selective valuation opportunities.

0:00

47:56

This episode examines whether Emerging Markets are poised for a
comeback or facing deeper structural risks. The panel discusses
how geopolitical tensions, sanctions, supply‑chain realignments
and friend‑shoring are reshaping the global investment landscape.
At the same time, long‑term growth drivers, demographic momentum
and selectively attractive valuations continue to draw investor
interest.

The speakers explore which regions and sectors offer resilience,
how to differentiate between cyclical and structural risks, and
what role EM equities and bonds can play in diversified
portfolios. The conversation brings together perspectives from
equity specialists, fixed‑income experts and macroeconomists to
provide a comprehensive view of opportunities and vulnerabilities
across the EM universe.

More podcast episodes and information:

www.finanz-ch.ch

Further information on participating companies:

abrdn (Aberdeen Investments), https://www.abrdn.com

UBS Asset Management, https://www.ubs.com

Legal & General (L&G), https://www.lgim.com

Edmond de Rothschild Asset Management,
https://www.edmond-de-rothschild.com

Pictet Asset Management, https://www.am.pictet

Disclaimer

DE: Der Inhalt dieser Folge dient der allgemeinen Information und
ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter
Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt
sich nicht um Anlageberatung.

EN: The content of this episode is for general information
purposes only and does not constitute a recommendation to buy or
sell specific financial instruments. All information is provided
without guarantee and does not constitute investment advice.