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Lead portfolio manager of Templeton Emerging Markets Investment Trust (TEMIT) Chetan Sehgal considers the outlook for emerging markets ahead of H2.
Money management executives are particularly excited about an emerging ESG opportunity within developing markets.
A focus on monetary policy and regulatory issues can reveal opportunity.
By Sarah Max Order Reprints Print Article Todd McClone, left, and Casey Preyss co-manage the William Blair Emerging Markets Growth fund. Photograph by David Kasnic Text size A lot has changed since Todd McClone and Casey Preyss began investing in emerging markets in the mid-1990s and 2000s. Back then, the investible universe boiled down to Indonesian noodle manufacturers and Chinese cement companies, among a few others. A few decades later, emerging markets aren’t only a primary driver of global economic growth, they are home to some of the world’s most i...