Key Findings Include
• Emerging Markets continue to benefit from powerful structural growth drivers, including favourable demographics, urbanisation, rising incomes and the rapid expansion of the middle class, creating significant long-term growth opportunities.
• The recent dominance of AI-related technology stocks has increased concentration in Emerging Markets indices, particularly in Taiwan and South Korea, strengthening the case for active management.
• Successful Emerging Markets companies across Asia, Latin America and South Africa are increasingly evolving into globally competitive businesses, supporting long-term shareholder value.
On Wednesday 17 June, Aubrey Capital Management (“Aubrey”) and LarrainVial hosted a high-level investment seminar at the Carpenter’s Hall in London, bringing together over 100 investment professionals, economists, asset managers and wealth managers to examine how shifting geopolitical dynamics and...

