Videos, Webinars and Podcasts | November 24, 2025
The Post-Dollar EM Opportunity
Senior Portfolio Manager Ian Simmons discusses the drivers behind renewed momentum in emerging markets, key reform stories and where he sees the most compelling opportunities ahead.
In a recent Asset TV discussion, Ian explains how a weakening US dollar, attractive valuations and improving corporate fundamentals are fuelling renewed momentum in emerging markets. He also explores sectoral and country-level opportunities, from AI and electric vehicles to reforms in Korea and Saudi Arabia, while highlighting the risks and the importance of a selective, active investment approach.
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November 19, 2025
Webinar: The Active Edge – Capturing Mispriced Quality in Global Emerging Markets
In our latest webinar, speakers Jerome Booth, Ian Simmons and CJ Morrell explored where today’s most compelling opportunities are emerging, why selective active exposure can outperform passive allocations and how structural reforms are reshaping markets across Asia, the Middle East and frontier economies. Together, they covered: How emerging markets fits within a broader global allocation […]
Emerging Markets
May 19, 2025
Video writeup: Unlocking Opportunities in Reform-Led Economies
Geopolitical turbulence has reached a new intensity on the Richter Scale over the last six months, amplifying policy. As investors re-examine their long-held exposures, Dominic Bokor-Ingram, Citywire AAA-rated Senior Portfolio Manager, speaks to Asset TV about the diversification opportunities still present in global emerging and frontier markets.
