David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.
Investing in China remains challenging but that doesn’t mean there aren’t opportunities. Portfolio manager Vivek Tanneeru and Head of Portfolio Strategy David Dali highlight one approach that potentially can deliver alpha generation today while positioning for a potential upturn tomorrow.
Head of Portfolio Strategy David Dali explains why it’s an opportune time to add emerging-market exposure.
David Dali, head of portfolio strategy, explains how emerging markets can give investors ballast to navigate macro headwinds and position portfolios for growth.
The halt of Russian equity markets, the prospect of higher U.S. inflation and rising interest rates are all contributing to uncertainty in emerging markets. How should investors navigate these headwinds and what could the impact be to markets in Asia, Europe, and Latin America?
Emerging markets have evolved over the last few decades. Today, Asia is the core of growth, rising consumption and innovation within emerging markets, and world class industry leaders in innovation have changed the game of investing.
Going forward, we believe that the traditional international allocation and global emerging markets deserves a rethink.
Most advisors get exposure to China through a broad emerging market mandate. But that exposure is typically weighted to large-cap companies and what my guest today would call “stagnant, old economy” sectors such as financials. In response, many are rethinking their approach to investing in China in order to access the drivers of growth and market expansion.
The emerging markets (“EM”) equity asset class has evolved considerably over the past decade such that many active EM equity managers may find it challenging to create long-term alpha over the benchmark. Countries such as China and India are moving to the fore, historical drivers of growth are changing and technology, innovation and health care are becoming a larger part of the opportunity set. It has been difficult for EM investment teams to keep up with these changes. My guest today, David Dali, wrote those words in a recent commentary, and we discuss how he and his team are positioning to adapt to that changing landscape.
Matthews Asia Portfolio Strategist David Dali discusses the new drivers of growth in emerging markets.
