September 2026 – The “lost decade” in EM is over, and a broad-based earnings boom is underway. This is not just an AI-driven tech-fueled earnings surge – other EM sectors and a wide array of countries are seeing meaningful earnings growth in 2026.

Speaker

• Kate Jaquet, Co-Portfolio Manager

“2026 is the third year in a row of earnings growth across the emerging markets. And if you look forward to 2027, that growth is expected to continue.”

Source for consensus EM corporate earnings growth estimates: J.P. Morgan Emerging Markets Equity Strategy, August 3, 2026.

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