In a Q&A released by Principal Global Investors, Mihail Dobrinov, Portfolio Manager and Head of Emerging Market Equities discusses the recent divergent results across developed markets and emerging markets and what he sees as the themes that will drive the asset class going forward.
The piece provides commentary from Mr Dobrinov around:
- Recent outperformance of developed markets over EM
- The key themes driving EM
- What will drive EM either higher or lower.
To read the Q&A, please click here.