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

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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Split decision: should investors  separate China from EM equities?
Many investors are contemplating whether to separate China from the rest of their emerging market equity allocation. Members of our Investment Strategy Group argue that the key decision point is not China’s dominance of the emerging market index, but the extent to which a standalone China allocation can be viewed as similar to an EM ex-China allocation. In this paper, they evaluate the similarity of the two allocations using a variety of metrics, from correlations to factors to sector composition.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Split decision: should investors separate China from EM equities?
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publish
What Chinese consumers are saying post-COVID (and why it matters)
Equity Portfolio Manager Liliana Castillo Dearth shares results from (and investment implications of) her second post-COVID-19 survey of Chinese consumers.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
What Chinese consumers are saying post-COVID (and why it matters)
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EM inflation has arrived, but will it stick around?
Emerging markets inflation has been top of mind for many investors lately. Macro Strategist Gillian Edgeworth, Equity Portfolio Manager Jamie Rice and Fixed Income Portfolio Manager Michael Henry consider the outlook going forward and potential market implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
EM inflation has arrived, but will it stick around?
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Africa rising: the hopeful continent
Equity Portfolio Manager Bo Meunier and Equity Research Analyst David Reid believe the time has come for equity investors to take a closer look at the opportunity set in Africa.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Africa rising: the hopeful continent
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publish
China unplugged: investing in the world’s largest decarbonisation effort
China has pledged to target peak emissions by 2030 and net-zero emissions by 2060. This massive environmental initiative could affect almost every production, consumptionChina has pledged to target peak emissions by 2030 and net-zero emissions by 2060. This massive environmental initiative could affect almost every production, consumption and investment decision for the next several decades. We provide a high-level look at how China will approach the path to net zero and what investors should be watching. and investment decision for the next several decades. We provide a high-level look at how China will approach the path to net zero and what investors should be watching.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
June 2021
China unplugged: investing in the world’s largest decarbonisation effort
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publish
<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SYSTEMS</p>The “EM-ification” of DMs
Global Investment Strategist Nanette Abuhoff Jacobson believes that many developed market countries are beginning to resemble their emerging market counterparts in certain ways. Here are some of her findings, along with possible paths forward and potential investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021

FUTURE THEMES | SYSTEMS

The “EM-ification” of DMs
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publish

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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