M&G (Lux) Global Emerging Markets Fund – The search for value: a contrarian approach to emerging markets

8 min read 27 Oct 21

Michael Bourke, manager of the M&G (Lux) Global Emerging Markets Fund, shares his latest thoughts on emerging markets, including recent developments in China and where he is finding opportunities currently.

Key points:

  • We believe that China is capable of managing the risks presented by China Evergrande’s financial problems
  • We see the recent market volatility in China as an opportunity to add to existing positions and identify new ideas
  • Beyond China, we see emerging markets as a wide and diverse asset class that can potentially present opportunities for selective stock pickers

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By M&G Investments

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

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