Webinar • Brightalk: IPE Webcast Channel

Emerging Market Equities : A Generational Opportunity — Not the Asset Class You RememberAgéndalo en tu calendario habitual ¡en tu horario!

Miércoles, 13 de mayo de 2026, de 07.00 a 08.00 hs Horario de Ohio (US)
Webinar en inglés

Emerging markets are no longer what they once were and, as a result, demand reassessment through a different lens. Join MSCI and Allspring Global Investments for an exclusive webinar hosted by IPE, where we will explore how the risk profile of this diverse asset class has evolved and identify the key catalysts shaping the opportunity set in the months and years ahead. Despite accounting for a growing share of global growth, innovation, and capital formation, emerging markets remain structurally under‑allocated in institutional portfolios. That dynamic is now beginning to shift—rapidly. In this session, we will explore why perceptions of emerging markets are shifting—and what this could mean for long‑term investors as a new, potential generational opportunity takes shape. Delving into the key themes, risks, and opportunities, the discussion will cover: • Challenging outdated risk perceptions: separating legacy narratives from today’s realities in emerging markets • Technical dynamics: where capital is flowing, what is driving those flows, and how investor positioning is evolving • Macro matters: why country selection, policy divergence, and reform trajectories matter more than ever • Revisiting MSCI’s Long‑Term Investing in Emerging Markets research: how the conclusions of this seminal paper are playing out in practice • Market forces and outlook: how geopolitics, conflict, AI, and structural change are reshaping emerging markets—and what differentiates this cycle from the past.

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