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Michael Tambue

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2026

WorldWatch

Globe Webinar: EM - The next leg of outperformance

5 February 2026

Looking through 2026 and beyond, the setup for EM equities has rarely been stronger. Earnings momentum is improving, relative fundamentals are inflecting and the macro backdrop is favourable, yet the asset class remains attractively valued and under-owned. Even after significant gains in 2025, we believe this combination supports a multi-year opportunity set in EM, with scope for strong absolute and relative returns. Please join us for a webinar discussing these trends and how we are well placed to benefit through the key themes in our portfolios. 

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