The blunt shock of Russia’s invasion of Ukraine has made the risk of emerging markets (EM) more starkly obvious, roiling markets and compelling asset owners to reassess EM exposures across their portfolios. Add to the list of concerns of a global recession, rising tensions between China and Taiwan and increasing chatter of collaboration between China and Russia (potentially accelerating Moscow’s so-called “pivot to Asia”), and observers have begun to question if EM might carry more risk than institutions can tolerate.
In a recent fin|news article, Meketa’s Alison Adams, Hayley Tran, and Larry Witt explain why tailwinds remain for emerging markets, where and how and investors can build out exposures, and more.
Read the full article here.
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