Emerging Markets at a Pivotal Moment: A Value Investor's Perspective

Join Director of Private Client Services Matt Johnson and Director of Investments Louis Lau, CFA, as they discuss how Brandes is navigating today's emerging markets landscape by looking beyond AI-driven market concentration and focusing on the search for fundamentally sound businesses where volatility, uncertainty, and dislocation may create compelling long-term value opportunities.

Episode metadata supplied by the publisher feed · Published Aug 14, 2026

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Emerging Markets at a Pivotal Moment: A Value Investor's Perspective

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