LDEM - Thinking Through The Stresses On Emerging Markets
By Justin Leverenz, CFA, Team Leader and Senior Portfolio Manager
Understanding the economic stresses across EM is important. Still, it does not affect our core approach to investing, which is to unearth extraordinary companies, even in low-growth economies that we believe have the potential to generate strong returns.
Overview
- The COVID-19 crisis turned what could have been the start of a long stretch of strong economic performance in the developing world into an era of uncertainty with profound consequences that will almost assuredly strain all economies globally, including many emerging markets ((EM)) for years to