This podcast episode focuses on the potential for emerging markets (EMs) to overtake developed countries in global capital markets, highlighting the significance of EM GDP and equity market ratios in driving this growth. The episode emphasizes the need for investors to diversify their portfolios globally, including EMs, considering their expected long-term outperformance. While policy risks could derail forecasts, the potential benefits of generative AI in boosting global growth and capital markets are also discussed.
