Emerging markets in a fractured world – panel discussion video #3

In an unsettled world, how are fund managers positioning themselves for the challenges that lie ahead? How are they handling the tariff situation, for example, and are they taking any significant exposure outside the major markets of Taiwan, India and China? The panel also looks at valuations, and what might drive greater interest in emerging markets. Baillie Gifford’s Qian Zhang, and Ninety One’s Jen Ford discuss this further in our latest EM focussed panel discussion.