Emerging Markets Lunch

Despite ongoing geopolitical uncertainty and uneven macro conditions, Jorry Nøddekær, Lead Fund Manager of the Emerging Market Stars Fund, believes emerging markets continue to offer compelling long-term growth opportunities driven by innovation, reform and shifting capital flows.

Join Jorry as he shares his outlook for the asset class. He will discuss why the team sees improving liquidity conditions, favourable inflation trends and a more supportive policy backdrop across many emerging economies, alongside attractive valuations in key markets.

He will also outline where the team currently sees the strongest fundamentals, particularly across North Asia, and how themes such as AI, semiconductors, energy transition metals and domestic reform stories are shaping portfolio construction.

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