Emerging and Frontier Markets: Cyclical Bounce or the Beginning of a Secular Advance? A discussion with Peter Elam Håkansson, CEO and Founder of East Capital.

About this episode

The episode discusses the potential for a reallocation towards Emerging and Frontier Markets with insights from Peter Elam Håkansson, CEO of East Capital.

Emerging Markets, once the darling of the asset allocators world, have found themselves increasingly discarded by those same allocators. Such became the re-allocation away from them and the magnetism of the US & its technology companies, that as recently as the end of 2024, Emerging Markets were at a 50 year low, relative to the S&P 500. With some improved relative performance, it may be asked if this is a flicker, or are we at the foothills of a bigger reallocation? East Capital’s CEO, Peter Håkansson, discusses the opportunities, the lessons drawn from researching them for 3 decades, and what the drop in EM Government bond yields might be signalling. He explains why no central heating might indicate corporate failure ahead, which fundamentals matter, and why they prefer to take their bets in company position sizing, rather than in the country weights. He also discusses Frontier markets, the impact of foreign exchange and as a music lover he is, “reasons to be cheerful!” (Ian Dury & the Blockheads) The Money Maze Podcast is kindly sponsored by Schroders , IFM Investors , World Gold Council and LSEG . Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube

People in this episode

Guest: Peter Elam Håkansson

Topics covered

• Emerging Markets
• Frontier Markets
• Investment Strategies
• Market Analysis
• Economic Trends

Keywords

• Emerging Markets
• Frontier Markets
• Investment
• Economic Analysis
• Market Trends
• Bond Yields
• Corporate Fundamentals

Sponsors

Schroders, IFM Investors, World Gold Council, LSEG

Mentioned in this episode

Organizations: East Capital

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