382. Why frontier markets are less risky than you think
Thu Feb 05 2026
Frontier markets, those countries outside both developed and emerging markets, offer investors access to dynamic companies and compelling growth potential. T. Rowe Price Frontier Markets Equity fund manager Johannes Loefstrand tells us what defines frontier markets, why they can provide both low volatility and high returns. He also shares the advantages of active investing in these regions, the key sectors, impact of geopolitical shifts and how global investors can benefit from market inefficiencies. One thing is clear, from Vietnam to Morocco, frontier markets provide opportunities for portfolio diversification and long-term growth.
What’s covered in this episode:
Definition of frontier marketsKey countries and sectors to watchGrowth vs. risk in frontier marketsDiversification and low correlation benefitsActive vs. passive investing strategiesHidden gems and high dividend opportunitiesImpact of geopolitical shiftsCurrency and market volatility considerationsLong-term drivers of frontier market returnsPortfolio allocation insightsLearn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.
More
Frontier markets, those countries outside both developed and emerging markets, offer investors access to dynamic companies and compelling growth potential. T. Rowe Price Frontier Markets Equity fund manager Johannes Loefstrand tells us what defines frontier markets, why they can provide both low volatility and high returns. He also shares the advantages of active investing in these regions, the key sectors, impact of geopolitical shifts and how global investors can benefit from market inefficiencies. One thing is clear, from Vietnam to Morocco, frontier markets provide opportunities for portfolio diversification and long-term growth. What’s covered in this episode: Definition of frontier marketsKey countries and sectors to watchGrowth vs. risk in frontier marketsDiversification and low correlation benefitsActive vs. passive investing strategiesHidden gems and high dividend opportunitiesImpact of geopolitical shiftsCurrency and market volatility considerationsLong-term drivers of frontier market returnsPortfolio allocation insightsLearn more on fundcalibre.com Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.