Emerging markets are often treated as a single market, but differences in economic cycles, currencies, governance and market structure can create vastly different opportunities from one country to the next. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, and co-host Sharoon Francis, associate analyst, speak with Malcolm Dorson, senior portfolio manager for emerging-market equities and head of emerging market strategy at Global X Management Company, about where active management can add value. They explore how concentration in broad emerging-market benchmarks can limit diversification, why governance and alignment with minority shareholders matter in security selection and how active managers navigate currency, political and liquidity risks. They also discuss targeted country exposure, the interplay between bottom-up research and macro analysis, and what could drive broader adoption of active emerging-market ETFs. Recorded Oct. 8.

 

Emerging markets are often treated as a single market, but differences in economic cycles, currencies, governance and market structure can create vastly different opportunities from one country to the next. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, and co-host Sharoon Francis, associate analyst, speak with Malcolm Dorson, senior portfolio manager for emerging-market equities and head of emerging market strategy at Global X Management Company, about where active management can add value. They explore how concentration in broad emerging-market benchmarks can limit diversification, why governance and alignment with minority shareholders matter in security selection and how active managers navigate currency, political and liquidity risks. They also discuss targeted country exposure, the interplay between bottom-up research and macro analysis, and what could drive broader adoption of active emerging-market ETFs. Recorded Oct. 8.
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Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

Inside Active by Bloomberg Intelligence

Inside Active: Global X’s Dorson on Active’s Edge in EM Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2a6592ff-75d3-4ce5-a1ea-b4e201029382/transcript