Emerging markets present investors with some of the most compelling opportunities for long-term capital growth in the equities universe. With multiple forces capable of influencing the earnings landscape, the Janus Henderson Emerging Market Equity Team believes that a multi-lens approach is necessary to effectively identify the most attractive opportunities – and risks – within these regions.

Key takeaways:

• Outsourcing: Physical and digital supply chains have globalized and fragmented, and it is often emerging markets companies that have built the key competencies sitting at the heart of these supply networks.
• Convergence: A long-term shift in incomes can lead to a convergence with more developed economies in the choices and demands that consumers make. For forward-looking emerging market companies this provides a key driver of growth and profitability.
• Innovation: We believe conditions are ripe for an explosion in emerging market-led innovation, driven by digitalized economies, large domestic populations, and a new era of policy support. Emerging market companies are playing a prominent role in shaping this next wave.

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