UBAM – Positive Impact Fund: Emerging Opportunities Amid Challenges

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In "UBAM – Positive Impact Emerging Equity | Impact investing in EM: after a challenging first quarter, opportunities are emerging", the document discusses the compelling business case for impact investing in emerging markets, despite the difficulties of the initial quarter. The report details how emerging markets began the year positively, faced a downturn in February, and started recovering in March, which presents promising investment opportunities.

Emerging Opportunities Amid Unforeseen Challenges

Moreover, while China’s post-Covid reopening may be a crowded trade, it is expected to rebound, although with limited short-term upside. Notably, impact investing in these markets has met specific challenges that now turn into promising opportunities. As certain segments of emerging markets are currently overlooked, they offer potential upside, suggesting the year-to-date drawdown might provide appealing catch-up potential.

Click "Read report" to explore these emerging opportunities and make the most of your impact investments in emerging markets.