Emerging markets are growing faster than developed economies but remain under owned and, in many cases, attractively valued.

In this video podcast, Barrow Hanley’s David Feygenson discusses why the opportunity set in EM is broader than many investors realise — spanning Asia’s tech leaders, Taiwan’s semiconductor supply chain, undervalued ASEAN markets, and select opportunities across Latin America, the Middle East and Eastern Europe. 

Feygenson explores whether investors are being compensated for headline risks, where valuation disconnects are most compelling, and why EM should not be viewed as one homogeneous bet.

Listen to the full podcast to learn more.

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Learn about Barrow Hanley Emerging Markets Fund

Find out more at Perpetual.com.au

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This video has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535 AFSL 234426. It is not to be published, or otherwise made available to any person other than the party to whom it is provided.

Barrow, Hanley, Mewhinney & Strauss LLC (Barrow Hanley) is a subsidiary of Perpetual Limited and a related party of PIML. Perpetual Corporate Trust Limited (ABN 99 000 341 533, AFSL 392673) has appointed Barrow Hanley as its authorised representative (Representative number 001283250) under its Australian Financial Services Licence.

It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice.

The product disclosure statement (PDS) for the Barrow Hanley Emerging Markets Fund (Fund), issued by PIML, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au.

References to specific securities in this video are for illustrative purposes only and are not stock recommendations. The securities may or may not be currently held by the Fund.

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