Emerging markets (EMs) remain an efficient gateway to powerful secular themes, from technology-driven transformations to consumer growth stories. However, expectations of higher U.S. interest rates and a stronger dollar are likely to challenge EM currencies and investor sentiment in 2025, and the 2024 U.S. election introduced a new layer of uncertainty. EM investors should be prepared for uneven outcomes across regions.
Investment Management
Emerging Markets 2025: A Landscape of Opportunity
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Creative Thinking at the Alpha Challenge
Madeleine Johnson of William Blair Investment Management’s marketing team reports from the Alpha Challenge, an investment pitch competition in which M.B.A. and undergraduate students demonstrate their ability to think critically and creatively in high-pressure environments.