What Will Shape The Next Phase Of Emerging Market Equities?

AllianceBernstein (AB)4.99K FollowersFollow5ShareSavePlay(5min)SummaryI believe EM equities are likely to continue to do well relative to the developed markets.There are actually a surprising number of AI beneficiaries in the emerging markets, and people might not really think of that.I think the largest risk that investors face today is really this question about whether there’s an AI bubble.EM returns have been poor for a decade, but that’s exactly why investors should be considering EM today. tum3123/iStock via Getty Images By Sammy Suzuki, CFA Transcript Q: After two strong years for emerging-market equities, what’s different this time? Sammy Suzuki: I believe EM equities are likely to continue to do well relative to the developed markets.This article was written byAllianceBernstein (AB)4.99K FollowersFollowAB is a research-driven investment firm that combines investment insight and innovative thinking to deliver results for our clients. At AB we believe that research excellence is the key to better outcomes and as a result we have built a global firm with exceptional research capabilities. We offer a broad array of investment services that span geographies and asset classes to meet the needs of private clients, mutual fund investors and institutional clients around the world.