Emerging markets: A new investment landscape

Why did emerging markets rallied this year?

In a changing world economy, emerging markets are becoming central to global growth and wealth creation. From the rapid pace of innovation in China to increased M&A activity in Latin America to strategic trade policy shifts in India, the EM landscape is rife with opportunity for investors who know where to look. Industry thought leaders share their insights on where those opportunities are and what’s driving them.

Emerging Markets: AI, ROIC, and the Great Supply Chain Reshuffle (Mawer IM)

What’s driving emerging market equities today? From AI picks and shovels and ROIC to the reshuffling of supply chains and even some lesser-known opportunities.

The Right Concentration Is Rare in Emerging Markets (Natixis IM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

The right concentration is rare in emerging market equities. Find out why and what investors should consider beyond the index.

Emerging Markets: Pillars of Opportunity and Potential (PGIM)

In 2025, EM equities had their best calendar-year performance in nearly a decade. Why an active approach may be more optimal than passive to make the most of EM opportunities.

Emerging Markets’ Strength Comes from Within (Robeco)

A case for Emerging Markets exposure: In a changing world economy, EMs are becoming central to global growth, innovation, and wealth creation.

India's Trade Dynamic in a Multipolar World (Deutsche Bank)

India’s trade policies have shifted in recent years. How do they impact the growth outlook for this emerging economy?

Is China Leading the Robotics Revolution? (CSIS)

China’s growing robotics industry and rapid pace of innovation position it to be a dominant provider of automation technology worldwide. What are the geopolitical implications of this development?

The Role of Nuclear Energy in Emerging Economies (Rockefeller Foundation)

Nuclear energy can play a meaningful role in powering universal energy abundance for emerging economies.

Navigating Asia’s Path to a High-Income and Sustainable Future (ADB)

This collection of insights discusses how Asia can transition from middle-income to high-income status without sacrificing long-term sustainability and social inclusion.

Making Value Pathways: A Roadmap for M&A in Latin America (KPMG)

M&A opportunities in Latin America: How dealmakers in this region are navigating the current landscape and applying their experiences to other M&A ventures around the world.

Hong Kong & China Stock Markets: Investment Case for 2026 (Barings)

“A landscape rich with stock picking opportunities”: A perspective on the secular trends, policy supports, and evolving global dynamics driving investments in China and Hong Kong.

Frontier Markets Semi-Annual Outlook Feb 2026 (City of London IMC)

Frontier market performance has held up after last year’s trade upheaval. How the U.S. dollar and macroeconomic fundamentals could provide continued support to these markets in 2026.

Latin America: Monroe Doctrine 2.0 amid a Transition to the Right (Ashmore)

Latin America is back on investors’ radars amid a political shift back toward the right, improving earnings growth, and a bullish outlook for commodities.

EM Debt Outlook: What Comes After the Rally? (Candriam)

The outlook for emerging market debt: What’s next for the asset class after the rally?