Dara White

Following the recent challenging period we felt it prudent to communicate our views. Since the end of Q321 our Emerging Markets Opportunity strategy has experienced volatile performance, coinciding with considerable market volatility. We have made mistakes and we feel the market is making mistakes too.

As we enter 2022 we can expect robust fundamentals to serve as a key tailwind for emerging markets.

As many countries around the world continue to nurse their economies through the impact of the pandemic, we have seen converse fortunes in many emerging markets, especially in Asia. While 2020 has proved challenging, our emerging markets team has been able to identify the opportunities it has presented, focusing on what has structurally changed and now here to stay, and avoiding the cyclical and temporal.

Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year

Citywire’s latest Source supplement presents Dara White, Global Head of Emerging Markets on the Threadneedle Global Emerging Markets Equity Fund and their disciplined approach to investing in supercharged emerging markets.

All-time low interest rates in Brazil are driving savings into equities, while deregulation and faster technological adoption are creating high growth opportunities for stock pickers

Looking back over an extraordinary first three months, and trying to gauge what the future might bring, we remain on the lookout for quality top-tier companies