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.

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…

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