Emerging Markets: How Investors Are Navigating a Changing Global Paradigm

Episode 253 of BlackRock's The Bid features guests from the Global Emerging Markets Equity Team discussing why emerging markets are regaining global investor attention in 2026. Drawing on feedback from US and European investors and a bottom-up market perspective, the guests analyze the differentiated allocation value of emerging markets in portfolios, while noting that emerging markets remain characterized by high volatility, strong cyclicality, and significant heterogeneity.