This unfortunate situation of today, this rupture and what is happening in the world certainly is not something we welcome as investors globally. At the same time, engaging with our companies is what we do. We have found that there are winners and losers in all of this. I think this reorganization of global trade has brought some opportunities to companies in EM along the way from these new sorts of blocs, and the reorganization of the economy has again brought winners and losers. So this idea that everybody loses in this environment certainly is not true. At the company level, we have seen and identified good opportunities.
Tariffs as an opportunity in emerging markets with Maria Negrete-Gruson
15 January 2026
by
Equities in emerging economies are trading at attractive valuations, offering a unique opportunity to tap into the power of emerging markets. As Maria Negrete-Gruson of Artisan Partners highlights, these markets drive global growth and deserve a strategic place in a well-diversified portfolio.
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