Nick Rohatyn, beyond-BRIC equity portfolio manager Beidi Gu and multi manager co-portfolio managers Kit Boyatt and Christian Frei discuss the current opportunity set in emerging and frontier equities.   They highlight key drivers of what we believe will be a multi-year period of strong performance for the asset class, including US dollar weakness, cheap valuations, return dispersion and limited institutional coverage, as well as how to capture this opportunity set going forward.

Capturing the Rotation to Value in EM Currencies

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