Webinar Replay : Emerging Markets

Marketing communication for professional clients and qualified investors.

Whilst emerging markets (EMs) show resilience with attractive valuations and growth premiums over developed markets*, growth drivers such as artificial intelligence and commodities may vary by region, advocating for the importance of granularity in EM portfolios. 

During a 30-minute webinar, Alessia Berardi, Head of Global Macroeconomics & Emerging Markets Strategy at the Amundi Investment Institute, shared her analysis of the macroeconomics landscape for EMs, discussing policy environment, earnings growth and what the current election cycle may hold. Michael Stewart, Head of Equity Product Strategy, Amundi ETF and Indexing, deeped dive into portfolio implementation, efficient access, and looked at how investors can take a more targeted regional approach to EMs thanks to ETFs.

*Source: Amundi Investment Institute