Get a concise overview of the shifting dynamics in Emerging Markets — from geopolitical tensions and trade realignments to structural growth stories and selective valuation opportunities.
This episode examines whether Emerging Markets are poised for a comeback or facing deeper structural risks. The panel discusses how geopolitical tensions, sanctions, supply‑chain realignments and friend‑shoring are reshaping the global investment landscape. At the same time, long‑term growth drivers, demographic momentum and selectively attractive valuations continue to draw investor interest.
The speakers explore which regions and sectors offer resilience, how to differentiate between cyclical and structural risks, and what role EM equities and bonds can play in diversified portfolios. The conversation brings together perspectives from equity specialists, fixed‑income experts and macroeconomists to provide a comprehensive view of opportunities and vulnerabilities across the EM universe.
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