EPISODE · Jul 24, 2026 · 29 MIN
Beyond the leaders: Perspectives on concentration in the emerging market equity index
from The Institutional Beat · host Julie Ducharme, Dijana Jelic
In this episode, our speakers explore the phenomenon of extreme index concentration in emerging markets currently being driven by AI, and the implications for portfolio construction. This podcast episode was recorded on July 16, 2026. Additional resources: https://institutional.rbcgam.com/en/ca/research-insights/article/thoughts-from-the-em-equity-desk-ai-index-concentration-ca/detail
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Beyond the leaders: Perspectives on concentration in the emerging market equity index
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