Emerging markets: firing on all cylinders

Chinese dancing dragon paper doll

Ewan Thompson, Head of Emerging Market Equities, Neptune

Over the last two years, emerging markets have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis. With emerging market economic indicators accelerating rapidly – and faster than those in developed markets – Ewan Thompson, discusses why this growth has driven a dramatic improvement in earnings prospects for corporates across the board. 

Watch the video

In the video Ewan discusses:

  • Key drivers behind the emerging markets’ outperformance
  • The resilience of emerging markets in the recent global sell-off
  • The Neptune Emerging Markets Fund’s portfolio positioning
  • Valuations and areas he is avoiding

Investment risks

This Fund may have a high volatility rating and past performance is not a guide to future performance. The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and your clients may not get back the original amount invested. Investments in emerging markets are higher risk and potentially more volatile than those in established markets. References to specific securities are for illustration purposes only and should not be taken as a solicitation to buy or sell these securities. Neptune funds are not tied to replicating a benchmark and holdings can therefore vary from those in the index quoted. For this reason the comparison index should be used for reference only. Please remember that forecasts are not a reliable indicator of future performance. The content of this document is formed from Neptune’s views as at the date of issue. We do not undertake to advise you as to any change of our views. Neptune does not give investment advice and only provides information on Neptune products. Please refer to the Prospectus for further details.

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