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Identifying Emerging Market Opportunities in a Post Pandemic World

Please join Matthews Asia Portfolio Strategist Jeremy Murden and Portfolio Manager John Paul Lech for an interactive discussion on contributors and detractors in the inaugural year of the emerging market strategy, how he believes the portfolio is positioned for sustainable growth and his outlook for global emerging markets.

The date of this commentary recording was June 8, 2021.

GEM = Global emerging markets
ESG = Environmental, social and governance
CCP = Chinese Communist Party

For more Fund information, please click here.

View the most recent holdings under each Fund's Composition page. Current and future portfolio holdings are subject to change and risk. 

Investment involves risk. Investing in international and emerging markets may involve additional risks, such as social and political instability, market illiquidity, exchange rate fluctuations, a high level of volatility and limited regulation. Additionally, investing in emerging and frontier securities involves greater risks, as these countries are substantially smaller, less liquid and more volatile than securities markets in more developed markets.

Performance assumes reinvestment of all dividends and/or distributions before taxes. All performance quoted represents past performance and is no guarantee of future results. Investment return and principal value will fluctuate with market conditions so that when redeemed, shares may be worth more or less than their original cost. Current performance may be lower or higher than the return figures quoted. Returns would have been lower if certain of the Fund's fees and expenses had not been waived. For the Fund's most recent month-end performance, please click here.

Visit our Glossary of Terms page for definitions and additional information.

Portfolio characteristics refer to the underlying securities in the Fund's portfolio and does not represent fund performance.

 

IMPORTANT INFORMATION

The views and information discussed in this report are as of the date of publication, are subject to change and may not reflect current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. Investment involves risk. Investing in international and emerging markets may involve additional risks, such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Investing in small- and mid-size companies is more risky and volatile than investing in large companies as they may be more volatile and less liquid than larger companies. Past performance is no guarantee of future results. The information contained herein has been derived from sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Matthews Asia and its affiliates do not accept any liability for losses either direct or consequential caused by the use of this information.