Tap Into the Real Drivers
of Emerging Markets

Discover the factors supporting a runway for growth in emerging markets debt and equities.

The Case for
Emerging Markets

WILLIAM BLAIR EMERGING MARKETS VIDEOS

Our portfolio managers and analysts describe opportunities in emerging markets, in their own words.

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Why Emerging Markets Debt Now

02:20

Emerging markets debt is under-represented in global fixed-income portfolios. As a result, it’s an asset class that tends to display higher risk premiums and higher yields.


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Why Emerging Markets Debt Now

02:20
Emerging markets debt is under-represented in global fixed-income portfolios. As a result, it’s an asset class that tends to display higher risk premiums and higher yields.

Emerging markets debt is under-owned, less covered, and not properly understood. Because of that, part of the investment universe displays higher risk premiums and higher yields.

Marcelo Assalin, CFA
Portfolio Manager, Emerging Markets Debt Team

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Our Edge in Emerging Markets Debt

01:37

Investing in emerging markets debt is about properly assessing risk. We believe our beta-bucket approach improves our ability to generate risk-adjusted returns over time.

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Our Edge in Emerging Markets Debt

01:37
Investing in emerging markets debt is about properly assessing risk. We believe our beta-bucket approach improves our ability to generate risk-adjusted returns over time.

We distinguish the universe between high-, middle-, and low-beta countries because these countries behave slightly different. You get better insights in your risks.

Marco Ruijer, CFA
Portfolio Manager, Emerging Markets Debt Team

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ESG in Emerging Markets Debt

01:39

Emerging corporate credit markets are relatively unexplored from an ESG perspective, but sustainable opportunities can be found in unlikely places.

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ESG in Emerging Markets Debt

01:39
Emerging corporate credit markets are relatively unexplored from an ESG perspective, but sustainable opportunities can be found in unlikely places.

ESG factors are an integral part of our sovereign debt model. We believe it helps us deliver better portfolio outcomes by better understanding the relationship between ESG and the performance of individual credits.

Yvette Babb
Portfolio Manager, Emerging Markets Debt Team

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Why Emerging Markets Now

01:54

Strengthening corporate earnings, attractive valuations, and robust economic growth support a runway for emerging market growth.

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Why Emerging Markets Now

01:54
Strengthening corporate earnings, attractive valuations, and robust economic growth support a runway for emerging market growth.

We focus on identifying quality growth emerging market companies that have unique products or services that can generate sustainable value creation.

Jack Murphy, CFA, Partner 
Portfolio Manager, Global Equity Team

EMERGING MARKET VALUATIONS REMAIN ATTRACTIVE
MSCI Emerging Markets Index P/E Ratio Relative to MSCI World Index (Premium/Discount)

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Emerging Markets with an Edge

02:28

Under-owned segments of emerging markets, such as frontier and small-cap equities and China A-Shares, provide global investors with opportunities to pursue alpha.

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Emerging Markets with an Edge

02:28
Under-owned segments of emerging markets, such as frontier and small-cap equities and China A-Shares, provide global investors with opportunities to pursue alpha.

The China A-Share market has historically had a low correlation to other equity markets, which may provide a significant diversification benefit for investors.

Vivian Lin Thurston, CFA, Partner
Portfolio Manager, Global Research Analyst, Global Equity Team

CHINA A-SHARES—THE SECOND LARGEST WORLD MARKET
World’s Largest Stock Exchanges (in Trillions)

William Blair and the World Federation of Exchanges (WFE) as of February 28, 2021.

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Why Active in Emerging Markets

02:06

Inefficient emerging markets continue to evolve, providing opportunities to invest in future growth drivers.

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Why Active in Emerging Markets

02:06
Inefficient emerging markets continue to evolve, providing opportunities to invest in future growth drivers.

EMERGING MARKET COUNTRY WEIGHTS DYNAMICALLY CHANGE
MSCI Emerging Markets Index Country Weights

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