Increasing allocations towards emerging market equities could provide another layer of diversification needed to weather current and future financial and macroeconomic challenges resulting from United States-led uncertainty. With the “Magnificent 7” US tech stocks now representing roughly 37% of the S&P 500, an increasing number of investors are sounding the alarm, cautioning that share prices – while having achieved upside…
APB Summit 2025: UBS, Julius Baer fund selectors spotlight emerging market trends

SINGAPORE—16 October 2025, APB Summit 2025. From left: Stanley Li, APB; Ihab Salib, Federated Hermes; Jansen Phee, UBS; and Rishabh Saksena, Julius Baer.
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