Could a stronger Brazil be part of a broader GEM rally? Brazil equities have been very much out of favour this year having underperformed the broader Emerging Market equity universe. However, at current levels, are they offering value?

How could this year’s picture change in 12 months? A year ago, would an investor have anticipated the returns profile that played out in 2024?

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Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.