This asset class has traditionally been overlooked by investors, but it has been gradually gaining attention on account of its relative recent performance.
We have spoken to three professionals within the asset management industry who are specialised in emerging markets, so we can understand where are the opportunities available at the moment in emerging markets.
The current inflationary shock is a global phenomenon, driven by supply chain disruptions and the Russia-Ukraine war’s impact on food and commodity prices, with consequences for nations worldwide.
The team comprises long-standing and well-respected portfolio managers Bent Elvin Lystbaek, Jacob Ellinge Nielsen, Thomas Haugaard, and Sorin Pirău.
The Portfolio will be managed by Goldman Sachs Asset Management’s 80-person Fundamental Equity team, using a rigorous, bottom-up investment approach.