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Michele Aghassi - Unintended Bets Everywhere (S6E7)
Flirting with Models
The Expected Premium for Emerging Markets Is Generationally Wide
You recently authored a piece titled Reemerging Equities where you argue that the expected premium for emerging markets over developed markets is generally, generationally wide today. So I'm hoping you could lay it out for me. Why are you so excited about emerging markets today? Yeah, there are a couple reasons to be very excited about emerging market today. The first relates to what you mentioned, which is regarding the asset class itself and its return expectations. The second relates to an opportunity for alpha.
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