David Dali, Head of Portfolio Strategy at Matthews Asia and Portfolio Managers John Paul Lech and Alex Zarechnak discuss the evolving emerging markets landscape, key growth opportunities, and the benefits of accessing these dynamic markets with active ETFs.
Matthews Asia’s active strategy takes a concentrated approach to investing in Asia and emerging markets. Leveraging more than three decades of experience, a robust research team, and a boots on the ground mentality, the specialized firm aims to uncover unique opportunities in Asian and EM growth markets, which continue to be driven by the growing middle class.
The active shop recently entered the ETF game with the launch of three emerging markets ETFs: The Matthews Emerging Markets Equity Active ETF (MEM), Matthews China Active ETF (MCH) and Matthews Asia Innovators Active ETF (MINV). These active ETFs are also available as a mutual fund.
For more insights on this topic, register & watch Matthews Asia’s webcast, Be Active: Why Now is the Time for Emerging Markets.
Join Matthews Asia Head of Portfolio Strategy David Dali as he talks with Portfolio Managers John Paul Lech and Alex Zarechnak about their deep knowledge of the fast-growing—and often-overlooked—emerging market companies in which they invest and why now may be the right time to invest.
This interactive discussion will explore:
- Why you should adopt a more active approach to emerging markets now
- How to access emerging market opportunities through active ETF strategies
- What sectors and companies display the biggest potential for outperformance
- How to construct a portfolio that takes advantage of today’s opportunities