Investing in Emerging and Frontier Markets

The video discusses the potential of frontier markets as investment opportunities, highlighting their lower volatility and unique characteristics compared to developed and emerging markets. Despite lower foreign participation and tighter restrictions, these markets can be havens during volatile periods. The performance of frontier markets has been mixed, with various idiosyncratic factors influencing returns, including economic shifts, trade wars, and oil market volatility.

In what ways have frontier markets underperformed their emerging counterparts in recent years?

What are some of the idiosyncratic factors that have influenced returns in frontier markets?