Dollars and Sense: Making dollars and talking sense…in Emerging Markets Equity

In our podcast episode, Mike Reed, Head of Global Financial Institutions, is joined by Laurence Bensafi, Portfolio Manager and Deputy Head of Emerging Markets Equities. They discuss what’s driving EM outperformance, the resilience of these economies amidst geopolitical uncertainty, the AI manufacturing boom, and the standout opportunities spanning Latin America, China and India. Their conversation is a reminder that emerging markets can offer one of the most diverse and opportunity-rich landscapes in global equity market investing.