Emerging Markets Matter

Emerging Markets Matter

April 30, 2026 · 30 min

About this episode

The episode revisits the importance of emerging markets investing and discusses the associated risks and benefits.

This podcast audio was accidentally posted yesterday, so you might want to listen to our 4/29 episode, if you’ve already heard this one. A listener-inspired revisit of emerging markets investing—sparked by the legacy of Mark Mobius—highlights why most investors are dramatically underexposed to this critical asset class. Don and Tom explain that while emerging markets bring higher volatility and currency risk, they also offer diversification, access to faster-growing economies, and exposure y...

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