Global Emerging Markets

Driven by fundamental research, we build high-conviction, stock-focused emerging markets portfolios that seek to exploit market inefficiencies and maximise risk-adjusted returns for investors.

Global Emerging Markets strategy Play Play Video
Global Emerging Markets strategy

Strategy introduction

Emerging markets offers a diverse opportunity set and superior growth prospects driven by the long-term, powerful drivers of a young and growing population, rising urbanisation, and a growing middle class.

As long-term investors, we use bottom-up, fundamental research to identify high quality companies with robust balance sheets and sustainable growth potential. Our process for identifying the very best investment opportunities in emerging markets is underpinned by our long-term investment philosophy and belief that companies exhibiting these characteristics are frequently undervalued by the market.

ESG factors are embedded in the investment process and engagement is viewed as an essential element of our analysis. Top-down factors are considered a source of risk, as such, a member of the team is dedicated to macro and political research. Investors can expect relative performance to be delivered on the strength of individual investments and not a particular market outcome.

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Global Emerging Markets philosophy and process

About Global Emerging Markets

Martin Currie has the right people, resources, philosophy and process to harness the vast emerging markets opportunity set.

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Global Emerging Markets investment team

Investment Team

Martin Currie has one of the most experienced and deeply resourced global emerging markets teams in the industry.

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View [GEMs key facts]

Global Emerging Markets strategy

Key facts

Driven by fundamental research, we aim to build high-conviction, stock-focused emerging markets portfolios that seek to exploit market inefficiencies and maximise risk-adjusted returns for investors.

Read more