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Portfolio Manager Maria Negrete-Gruson, CFA, looks back on a volatile quarter for emerging markets, summarizes her portfolio’s first quarter performance and identifies what she believes will be drivers of alpha moving forward.

This video recording should be reviewed in conjunction with the accompanying slide presentation, which contains composite performance, portfolio holdings and other important information. Access “Slides” to view.

This investor update represents the views and opinions of the speakers as of 31 Mar 2023, which are based on current market conditions, will fluctuate, and are subject to change without notice. While the information contained herein is believed to be reliable, there is no guarantee to the accuracy or completeness of any statement in the discussion. This material is for informational purposes only and should not be considered as investment advice or a recommendation of any investment service, product or individual security. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

Past performance does not guarantee future results. Current and future holdings are subject to risk.