For institutional investors in Sweden

The case for emerging market equities

Daniel J. Graña, CFA

Daniel J. Graña, CFA

Portfolio Manager


13 Jan 2022

Emerging markets present investors with some of the most compelling opportunities for long-term capital growth in the equities universe. With multiple forces capable of influencing the earnings landscape, the Janus Henderson Emerging Market Equity Team believes that a multi-lens approach is necessary to effectively identify the most attractive opportunities – and risks – within these regions.

Key takeaways:

  • Outsourcing: Physical and digital supply chains have globalized and fragmented, and it is often emerging markets companies that have built the key competencies sitting at the heart of these supply networks.
  • Convergence: A long-term shift in incomes can lead to a convergence with more developed economies in the choices and demands that consumers make. For forward-looking emerging market companies this provides a key driver of growth and profitability.
  • Innovation: We believe conditions are ripe for an explosion in emerging market-led innovation, driven by digitalized economies, large domestic populations, and a new era of policy support. Emerging market companies are playing a prominent role in shaping this next wave.
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These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.

 

Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

 

The information in this article does not qualify as an investment recommendation.

 

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Daniel J. Graña, CFA

Daniel J. Graña, CFA

Portfolio Manager


13 Jan 2022