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19th June 2026

Aberdeen: Emerging markets: stay ahead as perceptions shift

For many investors, emerging markets still carry familiar labels: volatile, complex and difficult to own.

It’s a view shaped by past political and economic crises, uneven growth and structural risks that once defined the asset class. But it is increasingly out of step with how emerging markets look today.

Over the past two decades, fundamentals have shifted, institutions have strengthened, balance sheets have improved and markets have matured.  

This mismatch – between what investors believe and what the data shows – helps explain why emerging markets remains one of the most under-owned categories in the global equity universe.

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