But what if those assumptions are exactly what gets in the way of potential returns?
What if the single most important variable isn’t the macro backdrop, but the price you pay?
On this episode, host Anu Rajakumar is joined by Vera German and Juan Torres, Portfolio Managers on Neuberger’s Emerging Markets Equity team, to discuss why a disciplined value lens may be the most natural - and most overlooked - way to approach emerging markets equities.
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Anu Rajakumar: When most investors think about emerging markets, they think top-down: country-level macro calls, currency bets, commodity cycles. They think growth, equating fast-growing economies with fast-growing portfolios. They tend to treat emerging markets as a monolithic block, one allocation, one thesis. But what if
