Emerging Markets Equities

The more you look, the more you see

EM equity assets managed firmwide

USD 28 B

Track record managing EM equities

33 years

Number of EM equity approaches

23

Overview

Our approaches rely on our combination of expertise and collaboration, which informs the investment perspectives that drive all of our emerging markets funds. Our culture of sharing and testing ideas leads us to offer distinctive approaches across equity and fixed income, including core and thematic equity as well as sovereign and corporate emerging debt.

Distinctive strategies
Broad and deep research
Global collaboration
Distinctive strategies

With a multi-boutique investment platform — backed by our private partnership structure — and no chief investment officer, we give each portfolio manager the freedom to build innovative investment approaches. We offer distinctive strategies focused on meeting investors’ needs.

Broad and deep research

Our research capabilities are as broad as emerging economies themselves. We have around 50 global industry analysts covering over 1,000 emerging markets stocks. In addition to visiting companies, our emerging markets specialists conduct grassroots research into areas such as changing lifestyles and consumption patterns.

Global collaboration

Our equity investors collaborate daily with colleagues specialising in fixed income, commodities, macroeconomics and ESG. Our credit and equity analysts often have joint meetings with company management teams so that we can form a holistic view of the health of a company.

OUR HERITAGE

  • 1985

    Wellington Management makes its first investment in emerging markets equity

  • 1994

    We launch our first dedicated global emerging markets approach

  • 1999

    We extend our platform to include our first dedicated regional emerging markets approach focused on Latin America

  • 2007

    Tapping into our deep industry expertise, our growing suite of emerging markets products begins to incorporate sector-specific approaches. Our earliest approach focusing on the health care sector

  • 2009

    Combining our expertise in emerging markets and quantitative investing, we create our first emerging markets systematic approach

  • 2015

    We launch our first dedicated China A-share strategy and an approach focusing on the future development of emerging markets

  • Today

    To meet investors' needs, we offer a full range of emerging markets strategies, including core, regional, thematic and systematic equity approaches

Our equity funds seek out the hidden
gems of tomorrow



Emerging Market Development Fund

Investing in emerging markets companies that we believe will benefit from economic and structural development themes

LEARN MORE


View our suite of emerging markets funds

VIEW FUNDS

Investors should consider the risks that may impact their capital. The value of your investment may become more or less than the amount you initially invested.

EMERGING MARKETS EQUITIES AT WELLINGTON MANAGEMENT

Rapid change in the developing world is creating a new set of tailwinds for sectors and companies. Wellington’s specialists in emerging markets equities discuss how they approach such a dynamic and diverse asset class.

EMERGING MARKETS INSIGHTS

All-China Focus Equity Fund
Portfolio Manager Bo Meunier and Investment Director Philip Li outline the investment philosophy of the Wellington All-China Focus Equity Fund, and discuss the appeal of a standalone equity allocation to China and the interesting opportunities in today’s environment.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
All-China Focus Equity Fund
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Chinese government bonds: how do they measure up in a multi-asset framework?
As China's bond market continues to grow in size and liquidity, we consider the potential role the country's government bonds can play in diversifying a broader sovereign portfolio, improving yields and offsetting equity risk.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
Chinese government bonds: how do they measure up in a multi-asset framework?
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Seven reasons to invest actively in EM equities
Investment Director Andrew Sharp-Paul makes his case for actively managed investment strategies, rooted in fundamental research, as the best way for investors to capitalize on the opportunity set in emerging markets equity.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
Seven reasons to invest actively in EM equities
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Chinese regulation: Lessons from after-school tutoring
Investment Director Graham Proud distills our China and EM equity specialists’ views on China's latest regulatory move — including why investors shouldn’t jump to conclusions regarding potential implications for Chinese internet companies.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
Chinese regulation: Lessons from after-school tutoring
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How will asset management change in the next five years?
Multi-Asset Strategist Adam Berger highlights seven trends he's observing or hopes to see in asset management, from dedicated China allocations to private equity "proxies."
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
How will asset management change in the next five years?
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Investing in China post-regulatory crackdown
China's regulatory crackdown on private technology companies has shaken investor confidence in a range of Chinese assets. Client Portfolio Manager Jitu Naidu distills our global fixed income and emerging markets debt teams’ latest views on potential investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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August 2021
Investing in China post-regulatory crackdown
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Five reasons to be bullish on China’s currency
For Macro Strategist Santiago Millán, a key pillar of his favourable outlook for China, including potential asset-price outperformance, is his directional view on the Chinese yuan: Upward.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Five reasons to be bullish on China’s currency
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Investing implications of a three-speed economy
Multi-Asset Strategist and Portfolio Manager Nick Samouilhan and Investment Directors Andrew Sharp-Paul and Matthew Bullock highlight how key regional differences globally have led to three distinct ”blocks” of the world economy.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Investing implications of a three-speed economy
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Nick Samouilhan
 PhD, CFA, FRM

Past performance is no guarantee of future performance and can be misleading. Funds returns are shown net of fees.
Source: Wellington Management

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