Thought Capital

Webinar Replay | Unlocking Growth: Opportunities & Trends in Emerging Markets

A discussion with portfolio managers on shifting dynamics that have the potential to create compelling long-term investment opportunities across emerging markets.

In this webinar, portfolio managers Damian Bird, CFA and Kumar Pandit, CFA discuss why they believe now is a unique opportunity to allocate to some of the most exceptional global businesses. For the past decade, emerging markets (EM) investors have suffered against strong U.S. equity performance, driving EM allocations to an all-time low. However, the Polen team believes now is a key inflection point for EM investing with a weakening dollar and a more supportive macro environment driving outsized growth at discounted valuations. 
 

  • [00:00] Introduction and Polen Capital Overview
  • [03:45] EM Update and Economic Context
  • [10:08] Polen's Investment Philosophy
  • [16:32] Key Holdings: Recent Updates
  • [18:50] Tariffs and Their Potential Market Impacts
  • [20:16] Rise of Intra-EM Trade and the "Global South"
  • [22:35] Structural Shift vs. Political Risk
  • [26:57] India: Valuations and Portfolio Approach
  • [32:00] China's Property Market
  • [36:00] Structural Rebalancing & Misallocation Lessions
  • [41:00] Supply Chains and Trade Realignment
  • [46:00] Webinar Wrap-Up  

The more people start to question this idea of American exceptionalism, and the more they look at the growth in emerging markets, the more it becomes self-fulfilling.  

Head of Team, Portfolio Manager & Analyst

Important Notice & Disclaimer

This video has been prepared by Polen Capital without taking into account individual objectives, financial situations or needs. As such, this video is for informational purposes only and is not to be relied on as, legal, tax, business, investment, accounting, or any other advice. Recipients of this video should seek their own independent financial advice. Investing involves inherent risks, and any particular investment is not suitable for all investors; there is always a risk of losing part or all of your invested capital.

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Unless otherwise stated in this video, the statements herein are made as of the date of the event and the delivery of this video at any time thereafter will not create any implication that the statements are made as of any subsequent date. Certain information contained herein is derived from third parties beyond Polen Capital's control or verification and involves significant elements of subjective judgment and analysis. While efforts have been made to ensure the quality and reliability of the information herein, there may be limitations, inaccuracies, or new developments that could impact the accuracy of such information. Therefore, this video is not guaranteed to be accurate or timely and does not claim to be complete. Polen Capital reserves the right to supplement or amend this content at any time but has no obligation to provide the recipient with any supplemental, amended, replacement or additional information.

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There is no assurance that any securities discussed herein are currently held in a Polen Capital portfolio nor that they are representative of the entire portfolio in which they are or were held. It should not be assumed that any transactions related to the securities discussed herein were (or will prove to be) profitable or that any future transactions will equal the investment performance of the securities discussed herein. 

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