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LMG Emerge's CEO/CIO Erik L van Dijk delivered this keynote presentation at the Singularis Emerging and Frontier Markets Summit in Barcelona, Spain on Monday, May 27.
It was well received by the audience of family offices, colleagues and institutional investors.
Essential aspects of the presentation: investors need to do more in Emerging and Frontier Markets, but valuation levels are not such that they should rush and follow benchmarks. The main benchmarks do have some flaws.
One should also pay above-averfage attention to small and micro caps, probably only via LOCAL managers or those with local presence.
And LMG believes that it will be different for Frontier Markets stocks this time round, finally!