GEM managers: The key drivers powering our portfolios in H2 and beyond

Six managers reveal top ideas

Six global emerging market managers reveal the long-term growth themes, government policies and individual holdings supporting their funds.

Dean Newman, head of EM equities and manager, Invesco Perpetual Global Emerging Markets fund Which factors are likely to be the key drivers of the improved outlook for global emerging markets? Emerging economies are starting to heal after a period of below-trend growth and currency weakness. This, combined with low equity valuations, some improvement in corporate earnings revisions and the possibility of further monetary easing in the developed world, makes me more optimistic about the prospects for emerging equity markets. While a Brexit fallout remains a risk to global fundamentals...