In the evolving landscape of Emerging Markets (EM), the long-term investment narrative is increasingly shaped by fundamental structural shifts rather than fleeting macroeconomic headlines. At a recent seminar hosted by Aubrey Capital Management and LarrainVial in London, over 100 investment professionals convened to explore these dynamics. The event, titled 'Navigating Emerging Markets: The Next Growth Cycle,' highlighted the significant impact of artificial intelligence on emerging market indices, particularly emphasizing the concentration risks posed to passive investors. Andrew Dalrymple from Aubrey Capital Management underscored that despite these distortions, core growth drivers such as favorable demographics and urbanization continue to bolster corporate earnings in developing nations.
The seminar also shed light on regional opportunities, with Jose Manuel Silva from LarrainVial presenting a positive outlook for Latin America, citing attractive equity valuations and stabilizing political conditions. Meanwhile, Hlelo Giyose introduced the 'Flying Geese' theory, illustrating how domestic firms in Asia, Latin America, and South Africa can evolve into global competitors. The discussions culminated with a keynote from Nicholas Hopton, who emphasized the necessity of integrating geopolitical considerations into investment strategies, as the global order shifts towards multipolarity.
Andrew Ward, CEO of Aubrey Capital Management, reiterated the importance of active, research-driven investment approaches to navigate the complexities of the emerging markets landscape. The collaboration between Aubrey Capital and LarrainVial exemplifies a strategic alliance that combines cross-border expertise, essential for investors looking to capitalize on the unfolding opportunities in late 2026 and beyond.
The seminar also shed light on regional opportunities, with Jose Manuel Silva from LarrainVial presenting a positive outlook for Latin America, citing attractive equity valuations and stabilizing political conditions. Meanwhile, Hlelo Giyose introduced the 'Flying Geese' theory, illustrating how domestic firms in Asia, Latin America, and South Africa can evolve into global competitors. The discussions culminated with a keynote from Nicholas Hopton, who emphasized the necessity of integrating geopolitical considerations into investment strategies, as the global order shifts towards multipolarity.
Andrew Ward, CEO of Aubrey Capital Management, reiterated the importance of active, research-driven investment approaches to navigate the complexities of the emerging markets landscape. The collaboration between Aubrey Capital and LarrainVial exemplifies a strategic alliance that combines cross-border expertise, essential for investors looking to capitalize on the unfolding opportunities in late 2026 and beyond.
Source: The Fintech Times
