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Aberdeen’s panel discuss navigating EM volatility through cycles, supply-chain resilience and a diversified, all-cap approach.

The decline in UK IPOs is part of a broader global trend, but the UK has been hit particularly hard. With fewer companies listing, more choosing overseas markets, and a steady stream of takeovers, the question is no longer whether there is a problem, but how serious it has become and whether there is a realistic path to recovery.

What is driving the resurgence of investor interest in emerging markets after a decade marked by political and economic challenges? Recent policy uncertainty under President Trump has rekindled interest in regions beyond the US, as investors reassess global opportunities amid faltering US exceptionalism. Find out which countries are benefitting from currency shifts and corporate governance reforms, presenting compelling options for those seeking diversification away from US-centric investments, as the ‘great rotation’ gains momentum.

Recent turbulence emanating from the US has demonstrated a change in attitudes. Despite evident volatility, the dollar weakened, contrary to what would typically be expected in times of stress. The perception of risk between emerging markets and developed markets are no longer black and white. So, are investors now rethinking emerging markets?

“The Art of War” and “The Art of the Deal” may have been written many centuries apart, but together could offer an insight into how the current tariff friction will play out.

As volatility related to US tariffs continues to spook markets, Nick Price and Chris Tennant, portfolio managers of Fidelity Emerging Markets Ltd, examine the impact on portfolio holdings. In a fast-changing environment, they highlight the importance of remaining pragmatic and avoiding anchoring on any one outcome, while continuing to explore a range of scenarios.