Emerging Market Equities

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Home to the bulk of the world’s population yet accounting for around only half its economic activity and in the region of 15% of its listed companies (by market capitalisation) the growth potential of the emerging markets is significant.

Our emerging market specialists aim to deliver long-term outperformance (alpha) by focusing on areas where structural drivers like demographics and urbanisation are at their most potent. Conviction matters as the team seek out high quality and attractively managed businesses – their long-term benchmark agnostic mindset apparent in portfolios characterised by high active share and low turnover.

For investors looking to access the potential of emerging market equities we offer a range of solutions including frontier, global emerging, responsible and smaller company options.

Risk Disclaimer

The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested. Investing in emerging markets is generally considered to involve more risk than developed markets.

Solutions

  • BMO Responsible Emerging Markets Equity
  • BMO Greater China Class
  • BMO LGM Emerging Markets Fund
  • BMO LGM Greater India Fund

Insights

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Multi-Asset
Macro views
economic uncertainty
June Monthly Market Commentary: The Economy to Face Increasing Chill, not a Hurricane
June 2022

June Monthly Market Commentary: The Economy to Face Increasing Chill, not a Hurricane

Expectations for Fed and Bank of Canada (BoC) tightening continue to firm up as monetary stimulus is getting removed at a quick pace to lean against excessive inflationary pressures. Rising rates should weigh on the growth outlook and equity valuation, but we do not expect a recession over the next 6 to 9 months.
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Multi-Asset
Macro views
economic uncertainty
May Monthly MAST Commentary: Rising commodity prices continue to support the inflation outlook while supply-chains are still exposed to disruptions
May 2022

May Monthly MAST Commentary: Rising commodity prices continue to support the inflation outlook while supply-chains are still exposed to disruptions

Monetary stimulus from the U.S. Federal Reserve (the “Fed”) and Bank of Canada (BoC) is getting removed at a quick pace to lean against excessive inflationary pressures. Rising rates should weigh on the growth outlook and equity valuation, but we do not expect a recession over the next 12 months.
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Multi-Asset
Macro views
economic uncertainty
April Monthly MAST Commentary: Fear of War is Coming Down, but Fear Over the Fed’s Soft-landing is Rising
April 2022

April Monthly MAST Commentary: Fear of War is Coming Down, but Fear Over the Fed’s Soft-landing is Rising

The conflict in Ukraine keeps on raging, but fear of an escalation has come down. However, the impact on commodity prices will continue as prices remain elevated and long-term supply remains an issue, most notably for Europe and other commodity importing countries.
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Global Equities
Macro views
Woman wearing white face mask in public
Diverging vaccination rates a concern for emerging markets
August 2021

Diverging vaccination rates a concern for emerging markets

The recovery in emerging markets has taken a turn for the worse over the last two months. The IMF downgraded its GDP forecast for emerging economies by 0.4%.
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Fixed Income
Macro views
Sprouting plants and a lightbulb with an increasing line chart from the sprouts to the bulb
Moving the needle on sustainable fixed income

Moving the needle on sustainable fixed income

Earl Davis and Vishang Chawla discuss the positive potential impact of the fast-growing sustainable bond market.
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Multi-Asset
Macro views
Bubbles floating in front of a green forest background
How long will high inflation last?
August 2021

How long will high inflation last?

Fred Demers & Brittany Baumann share their views on temporary inflation drivers and how to position institutional portfolios for what’s ahead.
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Responsible Investment
Macro views
Diverse set of hands being raised together in unity
Is diversity progressing fast enough?
August 2021

Is diversity progressing fast enough?

Rosa van den Beemt shares the learnings and progress of her team’s engagement work on diversity and inclusion over the past year.
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Responsible Investment
First Nations female walks through field smiling
Respecting Indigenous rights in the low carbon economy transition
3 min read
August 2021

Respecting Indigenous rights in the low carbon economy transition

Ten questions investors should ask companies in the transition.
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Responsible Investment
Truck picking up timber logs in the forest
Can investors help move the date of Earth Overshoot Day?
8 min read
July 2021

Can investors help move the date of Earth Overshoot Day?

Discover the role of investors in moving the date of Earth Overshoot Day.
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