M&G Global Emerging Markets Fund: Good prospects for emerging market equities
Despite a loss of momentum this year, Matthew Vaight, manager of the M&G Global Emerging Markets Fund, believes the outlook is still positive for emerging market equities. In particular, he believes the current environment is favourable for value-oriented investors. In this note, Matthew discusses recent trends and events including the performance of ‘growth’ stocks, governance improvements in South Korea and political changes. He also explains his optimism for China and highlights where he sees opportunities currently.