Visit the Baillie Gifford sponsor area

19th June 2026

Baillie Gifford: Emerging Markets: are you missing the point?

Global equity portfolios remain systematically underweight Emerging Markets despite these economies being home to many world-leading growth businesses. Capital at risk.
 

Key points

  • Global equity portfolios remain systematically underweight Emerging Markets despite these economies being home to many world-leading growth businesses
  • Emerging Markets are reorganising rather than retreating from globalisation, with companies like NuBank, Kaspi and Tencent pioneering innovative business models
  • Today’s Emerging Market economies are building resilience through local currency financing, deeper domestic markets and reduced western dependence
 

Investments

Registration

Free Registration and CPD

Read More

Related Articles_

fidelity Adviser Solutions: Is there a missing asset class for retirees?

Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read

Read More

BNP Paribas: Multi-Asset Investment Views Quarterly Update – July 2026

Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.

Read More

Artemis: Wolstencroft: Investor complacency is making me nervous

The manager of the Artemis SmartGARP European Equity Fund says it is at times when other investors stop caring about valuations that they become more important than ever.

Read More

You need to be logged in to comment on this article