Emerging markets equities are poised to benefit from a variety of positive dynamics, ranging from diversified supply chains to easing monetary policy across both developed and developing economies. But China’s slowdown and a spate of elections this year pose challenges. Join portfolio managers Brad Freer and Arthur Caye as they discuss these evolving dynamics and how investors should think about allocation to the asset class.
Brad Freer is an equity portfolio manager with 33 years of investment industry experience (as of 12/31/2023). He holds a bachelor’s degree in international relations from Connecticut College and is a CFA® charterholder.
Arthur Caye is an equity and multi-asset portfolio manager at Capital Group. He has 27 years of investment industry experience (as of 12/31/2023). He holds an MBA from Stanford Graduate School of Business, a master’s degree in computer science from École Centrale Paris and an engineering diploma from École Polytechnique Fédérale de Lausanne.