Deep Dive into emerging market equities: Good time to invest in the sector during pandemic - or not?

Opinion mixed over sector's opportunities

Investment Week
clock • 17 min read

The impact of the coronavirus pandemic was not limited to just developed markets. Four emerging market equities experts throw the spotlight on the sector with Investment Week in this week's Deep Dive.

Christopher White, co-manager of the Somerset Emerging Markets Discovery fund In an era where stock returns have been dominated by US and Chinese technology mega caps, few areas could be further from the limelight than small- and mid-cap companies in emerging markets. These stocks have underperformed their large-cap peers for four years running, while global emerging markets as a whole have lagged US stocks for a decade.  The flight to safety that accompanied the global arrival of the virus only intensified these trends: in the space of a few months earlier this year, around $100bn was...

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