Capturing EM Inflection Points: Inside BCEM's Active Strategy

The article argues that a more active—but different—approach is needed for emerging markets given a challenging macro backdrop. It highlights EM fragmentation and ongoing structural shifts tied to global trade realignment, geopolitical changes, and technological transformation, implying elevated uncertainty for EM positioning.

Analysis

The article argues that a more active—but different—approach is needed for emerging markets given a challenging macro backdrop. It highlights EM fragmentation and ongoing structural shifts tied to global trade realignment, geopolitical changes, and technological transformation, implying elevated uncertainty for EM positioning.