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A Governance-First Foundation to Sustainability in Emerging Markets
Because ESG standards vary widely by country and company, governance offers a practical foundation for evaluating resilience, stewardship and long-term value creation.
- Date published
- 18 May 2026
- Tag
- Stewardship & Sustainability
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Robbie McNab, CFA
Robbie is a Portfolio Manager on the Emerging Markets Strategy at ClearBridge Investments. He joined the firm in 2007 and has 19 years of investment industry experience. Robbie was a Portfolio Manager at Martin Currie, which became part of
- Date published
- 1 May 2026
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Emerging Markets: Monthly Update April 2026
The Strategy outperformed in a risk-on April, supported by positive stock selection among technology and industrial names in South Korea and Taiwan.
- Date published
- 30 Apr 2026
- Tag
- Emerging Markets
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Emerging Markets: First Quarter 2026 Commentary
We believe short-term retrenchment in emerging markets can lead to a more sustainable return environment and better opportunities for active stock picking.
- Date published
- 31 Mar 2026
- Tag
- Emerging Markets
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Emerging Markets: Monthly Update February 2026
We don’t see emerging markets as specifically exposed to the Iran conflict and it may support the current positive asset allocation moves towards EM amid U.S. dollar uncertainty.
- Date published
- 28 Feb 2026
- Tag
- Emerging Markets
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Resilience, Reforms, and the Road Ahead for India
India’s long‑term growth opportunity is underpinned by favourable demographics, rising domestic consumption and corporate reforms.
- Date published
- 24 Feb 2026
- Tag
- Emerging Markets
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Emerging Markets: Monthly Update January 2026
Positive momentum in emerging markets extended into the new year, with Asian companies supporting the AI buildout leading the charge.
- Date published
- 31 Jan 2026
- Tag
- Emerging Markets
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Emerging Markets: Fourth Quarter 2025 Commentary
Semiconductor Strength Drives EM Outperformance: The Strategy outperformed the benchmark for the quarter and full year, led by strong contributions from our holdings in Korea, China and Taiwan.
- Date published
- 31 Dec 2025
- Tag
- Emerging Markets
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Emerging Markets Equity Outlook: Tides are Turning
Structural market drivers remain, with technology surging on strong earnings, China recovering and India offering long term opportunities.
- Date published
- 28 Nov 2025
- Tag
- Emerging Markets
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Under the Radar: Why Now is the Time for Emerging Markets
Structural market drivers remain, with technology surging on strong earnings, China recovering and India offering long term opportunities.
- Date published
- 21 Nov 2025
- Tag
- Emerging Markets
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Emerging Markets Performance Review October 2025
We provide a performance review on Emerging Markets for October 2025.
- Date published
- 28 Oct 2025
- Tag
- Emerging Markets
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Emerging Markets Performance Review Q3 2025
We provide a performance review on Global Emerging Markets for the third quarter of 2025.
- Date published
- 28 Oct 2025
- Tag
- Emerging Markets