In this episode of EIM Podcast, Ken Kozlowski interviews Paul Viera to discuss the outlook for emerging markets, return prospects, and why these markets deserve a place in investors’ portfolios today. The conversation highlights how structural forces, technology diffusion, and valuation dynamics create a compelling entry point for investors, while also showcasing how EARNEST Partners’ differentiated approach helps identify opportunities others may overlook.
在这一集的《EIM播客》中，Ken Kozlowski采访了Paul Viera，讨论了新兴市场的前景、回报潜力以及为何这些市场今天应该在投资者的投资组合中占有一席之地。对话中强调了结构性力量、技术传播以及估值动态如何为投资者创造一个有吸引力的入场点，同时也展示了EARNEST Partners与众不同的方法如何帮助识别那些其他人可能忽视的机会。
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Ken Kozlowski and the Markets & Investing Podcast Present: Emerging Markets with EARNEST Partners
Ken Kozlowski 和《市场与投资播客》呈现：与 EARNEST Partners 一起探讨新兴市场EIM is a current client of EARNEST Partners. The positive statements made by the host about EARNEST Partners represent their personal experience on behalf of the client. No compensation was provided to the client or host for these statements. This discussion was recorded on August 7, 2025, and is provided for informational purposes only and should not be construed as investment advice. The views and opinions expressed are those of the speakers, and do not necessarily represent the views of their respective firms or affiliates. Such views and opinions are subject to change without notice and are not intended to be a forecast of future events, a guarantee of future results or investment advice. Should this discussion contain any forward looking statements, they involve risks, uncertainties and assumptions, and there can be no assurance that actual results will not differ materially from expectations. Securities and sectors referenced should not be construed as a solicitation or recommendation or be used as the basis for any investment decision. References to specific securities should not be viewed as representative of an entire portfolio, nor should the performance of any particular security be viewed as representative of the performance experienced by any other security or portfolio. A complete listing of all EARNEST Partners investment selections for the past 12 months is available upon request. It should not be assumed that future recommendations will be profitable or will equal the performance of securities included in these materials. Investing in securities involves risk of loss including the risk of loss of the entire investment. Investment should be made only after consulting with independent, qualified sources of accounting, investment, legal, tax and other advice.
EIM 是 EARNEST Partners 的现有客户。主持人对 EARNEST Partners 所做的正面陈述代表了他们作为客户的个人经验。对于这些陈述，客户或主持人没有收到任何补偿。此次讨论录制于 2025 年 8 月 7 日，仅供信息参考，不应视为投资建议。所表达的观点和意见是讲者个人的观点，并不一定代表他们各自公司或附属机构的立场。这些观点和意见可能随时变动，且不应视为对未来事件的预测、对未来结果的保证或投资建议。如果此次讨论包含任何前瞻性声明，涉及风险、不确定性和假设，无法保证实际结果不会与预期显著不同。文中提到的证券和行业不应被解读为征求或推荐，也不应作为任何投资决策的依据。提到的具体证券不应被视为整个投资组合的代表，也不应将任何特定证券的表现视为其他证券或投资组合表现的代表。过去 12 个月内所有 EARNEST Partners 投资选择的完整清单可根据要求提供。不能假设未来的推荐将会盈利或与这些材料中所包含的证券的表现相当。投资证券存在损失风险，包括全部投资损失的风险。投资应在咨询独立的合格会计、投资、法律、税务及其他专业建议后进行。
新闻来源：earnestpartners.com
原文网址：https://www.earnestpartners.com/post/eim-podcast-paul-viera-on-the-future-of-emerging-markets
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