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.

Learn more about our emerging markets specialists

LGM Investments logo

LGM is the centre of excellence for emerging market equities within BMO Global Asset Management. You can access LGM’s expertise through a range of actively managed strategies and funds including frontier, global emerging, responsible and smaller company options.

Insights on our team and philosophy

With teams in London and Hong Kong, LGM is an emerging market equities specialist operating as part of BMO Global Asset Management. Learn more about the team, the case for investing in emerging market equities and LGM’s approach to investing.

 

This video was produced before the fund renaming and may reference the old fund name(s)

Emerging Market Insights

Multi-Asset
7 min watch
December 2021

Weekly review: What will the markets look like after Christmas?

The omicron variant is dominating the headlines. We assess the fundamentals by looking back on a big week for economic data and central bank statements.
Responsible Investment
Myanmar
3 min read
December 2021

ESG Viewpoint: Managing conflict risk: Our engagement with companies in Myanmar

In the wake of February 2021’s military coup, we explore how companies operating in Myanmar are dealing with financial, legal and social risks.
Responsible Investment
Woman presenting to an audience
3 min read
December 2021

ESG knowledge shared: December 2021

Keep up to date with responsible investing through our monthly roundup of highlights – articles we’re reading, podcasts we’re enjoying, useful videos and more.
Responsible Investment
Deforestation
3 min read
December 2021

ESG Viewpoint: Engaging companies on biodiversity

We explore how companies are responding to biodiversity loss and why they need to step up their efforts.
Multi-Asset
Woman wearing a mask looking at Christmas decoration in shop -
6 min watch
November 2021

Weekly review: Will Omicron Stop the Santa Claus Rally

Last week I explained why I thought equities were set to rise into year-end – the Santa Claus rally. My timing was terrible as the sudden arrival of Omicron…
Multi-Asset
London skyline at night
8 min watch
November 2021

Weekly review: Fuel for a Santa Claus Rally (renewably sourced of course)

Chief economist Steven Bell explains why he foresees a continuation in the equity bull market, and how Boris avoided a big blunder last week…
Responsible Investment
Woman presenting to an audience
3 min read
November 2021

ESG knowledge shared: November 2021

Keep up to date with responsible investing through our monthly roundup of highlights – articles we’re reading, podcasts we’re enjoying, useful videos and more.
Emerging Markets
Laughing children riding a tuk tuk
2 min read
November 2021

Responsible Global Emerging Markets Strategy – Q3 2021 Investor Note

The team at LGM provide their regular update on responsible investing in emerging markets
Multi-Asset
Exchange rate street tv screen
4 min watch
November 2021

Weekly review: Central bank ructions cause chaos in financial markets

It was an extraordinary week for financial markets, with central banks taking centre stage.
View more