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Emerging markets disrupt, innovate, and power transformation

The news on emerging markets (EMs) is they have some of the best-performing companies, year-to-date. EMs have innovative companies capable of disrupting established industries, changing the course of a country’s economic outlook, while generating strong growth and returns. The Franklin Templeton Emerging Markets Equity Group and Martin Currie each have individual strategies aimed at capturing the opportunity in EMs. To get their different perspectives, I held a roundtable with Andrew Ness, Portfolio Manager, Franklin Templeton Emerging Markets Equity; and Alastair Reynolds, Portfolio Manager, Martin Currie.

Stephen Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Investment Institute.

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