Equities Identifying sustainable growth businesses in emerging markets
This year has been unique in many ways. Will 2021 be any different? Read more.
Justin Leverenz. CIO Developing Markets Equities and Senior Portfolio Manager, Invesco New York
In an uncertain world Justin provides an overview of emerging markets before taking a deeper dive into the risks that could lie ahead with a focus on the vulnerabilities, both internal and external, of the asset class. An examination of what countries are likely to rise/fall from the pandemic is then followed by valuable insight into where Justin is finding the most attractive investment opportunities.
Read our articles below to learn more.
This year has been unique in many ways. Will 2021 be any different? Read more.
Structural imbalances are key, not the unforeseen pandemic cyclical shock.
China is likely to emerge as a dominant growth engine of the world over the next decade.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested. As a large portion of the strategy is invested in less developed countries, you should be prepared to accept significantly large fluctuations in the value of the strategy. The strategy may invest in certain securities listed in China which can involve significant regulatory constraints that may affect the liquidity and/or the investment performance of the strategy. The strategy invests in a limited number of holdings and is less diversified. This may result in large fluctuations in the value of the strategy.
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.
This document is marketing material and is not intended as a recommendation to invest in any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell securities.