Episode
EM Lens: Global X’s Dorson Shines Spotlight on EM Equities, FX
- Podcast
- FICC Focus
- Published
- Sep 4, 2026
- Duration seconds
- 1731
- Processing state
not_requested- Canonical source
- https://traffic.megaphone.fm/BLM8163167641.mp3
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Summary
Emerging market equities have outperformed the S&P 500 by over 14% over the past year, as investors take advantage of attractive valuations, falling currency volatility and a more resilient macroeconomic backdrop. Malcolm Dorson, Senior EM Portfolio Manager and Head of the Active Investment Team at Global X, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed income strategist, to assess the durability of thematic and idiosyncratic investment opportunities across the EM equity universe. Dorson and Sassower assess relative performance, foreign positioning and fund flows as institutional investors exhibit greater interest in moving down the EM capital structure.