Decoding emerging markets: the case for active exposure
11 September 2025 | Investments | Equities | Tom Wilson, Head of Emerging Market Equities at Schroders
The case for an active exposure to emerging market equities at a point when geopolitical risk is high and volatility rising across asset classes
After a period of sustained outperformance from 2001 to 2010, emerging market equities entered a period of underperformance versus the MSCI World Index. This has yet to turn. To explain the sources of underperformance and why this might change, this paper examines the drivers of emerging market returns. It assesses the opportunities and risks we see today and explains why emerging markets’ breadth and complexity creates opportunities for active management.
Read full report here: Decoding emerging markets
