April 15, 202611 min
Emerging market equities: Volatility, valuations, and the value case
Geopolitical risk, shifting returns, and where investors are finding opportunity across emerging market equities.
Episodes
22
Latest episode
Apr 2026
Language
EN
About the show
Aberdeen provides a review of the latest quarter outlook for the respective asset class.
Listen to episodes
April 15, 20269 min
Emerging market debt: Frontiers, fundamentals, and fractures
Geopolitical stress meets improving fundamentals – listen as our in-house emerging market debt experts unpack what today’s fractures mean for markets, valuations, and opportunity.
January 20, 202619 min
Emerging market debt: Frontiers, fundamentals, and falling inflation
Stronger fundamentals and cooling inflation fueled a breakout year for emerging market fixed income – a topic Paul Mohr and Anthony Simmond explore as they discuss key drivers and the opportunities ahead.
January 20, 202615 min
Emerging market equities: Venezuela, valuations, and volatility
Our equities expert Devan Kaloo joins Host Tom Harvey to discuss what drove emerging markets’ strong year and the key risks for investors in 2026.
October 22, 202518 min
Emerging market debt: Momentum, Milei, and macro moves
In this latest episode, we explore the powerful forces shaping emerging market debt – from accelerating momentum and Argentina’s political shake-up to macro shifts driving investor flows.
October 20, 202514 min
Emerging market equities: CapEx, chips, and a charging China
From capital expenditure catalysts to geopolitical crosswinds, tune in to hear why Global Head of Equities Devan Kaloo remains bullish – and what risks he’s watching.
July 9, 202521 min
Emerging market debt: Currencies, curves, and confidence
Discussing how emerging market debt weathered global volatility, capitalized on dollar weakness, and attracted renewed investor interest in Q2, along with insights on where the opportunities may lie in the months ahead.
July 9, 202515 min
Emerging market equities: Tariffs, tensions, and tech
Tune in to hear Devan and Tom unpack a surprisingly strong second quarter before delving into why they remain cautiously optimistic in emerging market equities for the rest of 2025.
April 17, 202513 min
Emerging markets equities: Game on or game over?
In the latest episode, Devan and Tom recap the first quarter of 2025 before delving into the impacts of US policies and exploring the opportunities ahead for the asset class.
April 17, 202513 min
Emerging markets debt: The aftershocks of Liberation Day
In the latest episode, Edwin and Paul recap the first quarter of 2025 before turning their attention to tariffs and trade wars and what they could mean for emerging market fixed income investors.
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