Emerging markets: Opportunities for growth amid evidence of fundamental change

Growth dynamics are taking root across emerging economies. In this analysis, portfolio manager Gabriel Wallach discusses several tailwinds supporting emerging market equities, while highlighting companies that appear likely to benefit from them. He reminds investors that fundamental research can reveal sources of alpha, embodied by companies that have the expertise to generate steady cash flows, devise competitive business models, and allocate capital smartly.

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The views expressed represent the Manager's assessment of the market environment as of February 2018, and should not be considered a recommendation to buy, hold, or sell any security, and should not be relied on as research or investment advice. Views are subject to change without notice and may not reflect the Manager's views.


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