Emerging Market Stars Webcast

Emerging markets have remained resilient despite heightened geopolitical uncertainty and continued market volatility, with AI-driven demand and strong technology momentum increasingly shaping returns across the asset class. Join Jorry Nøddekær, Lead Manager of the Polar Capital Emerging Market Stars Fund, for a discussion on where he sees the most compelling opportunities emerging across both technology and the broader emerging markets landscape.

Jorry will explore how accelerating investment in AI infrastructure is driving earnings growth across North Asia, why select markets such as China and Brazil are beginning to offer increasingly attractive opportunities, and how the team is positioning the portfolio as global market leadership continues to evolve. He will also discuss the key risks facing emerging markets today, from geopolitics and energy prices to valuation discipline within the current technology cycle.