Speakers:
It's been an eventful start of the year in emerging markets, with US intervention in Venezuela and instability in Iran. Against the backdrop of this upheaval, China's leadership is finalising its Five-Year Plan, elections are going to get underway across some key economies, and supply chains are continuing their dramatic reshaping under the twin pressures of US tariffs and accelerating global fracturing.
These are forces which are set to create both significant challenges and compelling opportunities for investors. At this in-person roundtable held in London on Thursday 29 January, our economists discussed what these developments meant for economic and financial market outcomes in the year ahead.
The hour-long session featured active audience participation, with clients hearing directly from our team, asking questions, and exchanging views with peers from across the industry. Topics explored included:
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How recent geopolitical shifts were reshaping the emerging markets outlook
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How China’s Five-Year Plan could shape its domestic outlook and economic relationships across emerging markets
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Whether EM export resilience could endure in a higher-tariff, more fragmented global economy
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Whether and where emerging market financial outperformance could continue in 2026
