Episode

#92 Beyond the index giants: the case for active EM

Podcast: The Investment Perspective, with Ninety One
Published: Jul 3, 2026
Duration seconds: 728
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Summary

After a blistering 18 months for emerging market equities at an index level, the concentration risk has now become a concern for many. Portfolio Manager Varun Laijawalla argues that beneath the headlines is a story of a wider opportunity set from which an active portfolio could benefit.  Hosted on Acast. See acast.com/privacy for more information.