Inflows returning to emerging markets with rebound forecast
Relative outperformance is expected to resume after a mid-cycle consolidation amid a softening of the inflation outlook, a strong structural story and attractive valuations, says Batterymarch.
This interview is based on a teleconference call with David Lazenby, head of emerging markets at Batterymarch Financial Management, and Ray Prasad, senior portfolio manager in the firm’s emerging markets team. Batterymarch manages the Legg Mason Batterymarch Emerging Markets Equity Fund and the Legg Mason Batterymarch Asia-Pacific Equity Fund.
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