EIM Podcast: Paul Viera on the Future of Emerging Markets

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.

Listen to the full episode below:

Ken Kozlowski and the Markets & Investing Podcast Present: Emerging Markets with EARNEST Partners

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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.