Narratives vs Numbers: Brendan Ahern on EM Growth, Dollar Flows, and What Investors Miss

In this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to separate narrative from data on non-U.S. and emerging markets. From index-construction quirks to the impact of a weaker dollar, Brendan lays out why headline EM returns can hide powerful growth — and how investors might be looking in the wrong places. In this episode: – Why headline EM returns can mask strong tech-led performance – How stripping out banks/energy/SOEs changes the EM picture – What a weaker dollar means for global rebalancing out of U.S. equities – Where growth actually lives: names like TSMC, Alibaba, Tencent, Mercado Libre – How to think about EM “growth factor” exposure alongside broader EM allocations Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. #LeadLagLive #EmergingMarkets #Investing #GlobalEquities #USDollar Support the show