Andrew Miller, CIO-Emerging Markets Equities, provides an outlook for emerging markets including what the unprecedented number of elections in 2024 means for emerging markets investors, current portfolio positioning and where we see opportunities going forward.
International Equity Investment Outlook – Q1 2024
Given the increased concentration in equity markets and lofty valuations on many of the largest companies, passive investing presents a very different, and arguably riskier, proposition today, than over the past ten years.