Emerging Markets Lunch

Despite persistent uncertainty in global politics and trade, emerging markets remain a fertile source of long-term growth opportunities. Innovation, structural reforms and shifting consumer dynamics are reshaping the corporate landscape in many developing economies. Over the last 12 months we have seen some significant developments in multiple areas – China, South Korea, and “AI” stand out, but we are increasingly seeing the growth dynamics spread more broadly.

Join Lead Fund Manager Jorry Nøddekær as he shares his outlook for emerging markets, explains how the team identifies “Star” companies they believe can generate sustainable growth, and discusses how the portfolio is currently positioned. He will also highlight the sectors and themes that the team believes are best placed to perform in the long-term.

Please arrive at 12:30pm for a 12:45pm start.