Unlocking markets: a turning point for EM equities
From RBC BlueBay Insights by RBC BlueBay Asset Management
September 23, 2025 · 22 min
About this episode
The episode discusses the strong performance of emerging market equities and the impact of tariffs, along with thematic investment strategies.
Laurence Bensafi, Deputy Head of EM Equities, and Mike Reed, Head of Global Financial Institutions, discuss the strong outperformance of the asset class in the year-to-date, the impact of tariffs on EM companies, and why quality value investments are compelling. They also discuss two of the team’s top-down themes – Technology Transformation and Future Infrastructure – and how a thematic approach drives bottom-up stock picking.
People in this episode
Guests: Laurence Bensafi, Mike Reed
Topics covered
- emerging markets
- equities
- investment strategies
- thematic investing
- value investments
- technology
- infrastructure
Keywords
- emerging markets
- equities
- tariffs
- value investments
- thematic approach
- stock picking
- technology transformation
- future infrastructure
Mentioned in this episode
Organizations: RBC BlueBay Asset Management, EM Equities, Global Financial Institutions, Technology Transformation, Future Infrastructure
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