The reflation trade, reopening narrative and the weak US dollar have led investors to be enamoured with emerging markets again. While emerging markets have benefited from the reverberations of the pandemic, where do future opportunities and vulnerabilities lie?
Daniel J. Graña, Portfolio manager, emerging market equity, Janus Henderson
Sara Moreno, Emerging markets equity portfolio manager, Jennison Associates
Moderator: Amanda White, Director of institutional content, Conexus Financial