Welcome to the Summer edition of Wealth DFM Magazine. With tensions still ongoing in the Middle East, along with heightened levels of market uncertainty, we’re going to be focusing on emerging markets, a sector which has been flying high in recent months.
Is it just about AI or is there more to it? Are the more traditional distinctions between emerging and developed markets starting to blur? We thought it was time to gather expert views.
A new era for emerging markets?
In our cover feature, we’re asking whether emerging markets really are entering a new era or if recent strength is just a blip. I reached out to leading emerging market (EM) experts, each of whom share their insights on the opportunities as they see them right now.
They explain why today’s EM case, while complicated, is more nuanced and resilient than many investors might think. Read on to find out what representatives from T. Rowe Price, Nordea, Aberdeen, Artemis, Marlborough, and Chelsea Financial Services think!
EM – a performance story
Sticking with EMs, next up we hear from Andrew Ness, Portfolio Manager of Templeton Emerging Markets Investment Trust (TEMIT). Andrew outlines how improving earnings quality, economic resilience and technological innovation are reshaping the long-term investment case for EM equities.
Resilience and divergence
Completing our hat-trick of EM features, we hear from members of the team at Ninety One. Despite the global supply shocks from the closure of the Strait of Hormuz, EMs are showing growing resilience as Ninety One’s experts highlight, across equities and bond markets.
Impacted UK fund sales
Moving away from EM, the latest Pridham Report has revealed UK fund net sales, which are muted despite strong underlying portfolio repositioning. Established by Helen Pridham back in 1997, this report has become essential reading for asset managers in the UK. This latest report reveals the figures and key trends from Q1 2026.
Being contrarian
Finally, an article from Nisha Thakrar of Nedgroup Investments might kick off some interest, as she delves into what actually constitutes a contrarian investment philosophy, and why it’s really about being repeatable and grounded in process. Nisha explains what true contrarian investing relies on, touching on the branding problem, and giving practical tips on how to spot a contrarian investor.
Keeping your eye on the ball
For daily updates, insights, and expert commentary, WealthDFM.com has plenty to keep you updated and informed. Our monthly Wealth DFM podcasts score highly, featuring in-depth analysis and interviews with leading market strategists and fund managers. Check out our most recent episode, where Sue and I spoke with Franklin Templeton’s Lisa Wang, it’s on building resilient portfolios; a topic which we’d wager is on most wealth managers’ minds right now.
I hope you enjoy reading this issue and look forward to bringing you more as the year rolls on!
Regards
Matt Williams
Content Editor | Wealth DFM Magazine
