Last week, Aubrey Capital Management and LarrainVial brought together leading voices in global investment to discuss how long‑term structural trends and shifting geopolitics are reshaping opportunities across emerging markets. The event — held at the historic Carpenters’ Hall in London and attended by more than 100 industry professionals — offered a fresh, multi‑angle look at growth drivers in Asia, Latin America, Africa and beyond. From demographic momentum and rising middle

KEY FINDINGS INCLUDE • Emerging Markets continue to benefit from powerful structural growth drivers, including favourable demographics, urbanisation, rising incomes and the rapid expansion of the middle class, creating significant long-term growth opportunities. • The recent dominance of AI-related technology stocks has increased concentration in Emerging Markets indices, particularly in Taiwan and South Korea, strengthening the case for active management. •