Quantitative portfolio manager, Arjun Jayaraman, says emerging markets investors are trying to decide if the next 10 years will be as flat and troubled as the last decade, but despite headline risks, China and emerging markets have plenty of promise now and in the future.
Emerging market equities have mostly underperformed developed markets over the past decade, but there are still many reasons to consider investing abroad. Portfolio manager, Ryan Myers discusses countries and sectors he finds attractive, geopolitics and other risks, the rising rate environment, and the impact of the COVID lockdowns in China.
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Causeway Funds plc (the "Fund") is authorised by the Central Bank of Ireland as an Undertaking for Collective Investment in Transferable Securities pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities) Regulations 2011 (S.I. 352 of 2011) of Ireland, as amended.
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