The Emerging Markets opportunity has transformed from one of convergence with the developed world to one of strategic importance and diversification. The de-risking of supply chains and the resulting regionalization of trade, the strategic demand for base metals to fuel the climate transition and the growth of AI, the structural growth of the EM middle class, and the demographic challenges facing the developed world are all making Developed Markets more dependent on alliances with EM countries. In our latest TCW Investment Perspectives, David Robbins, Co-Head – Emerging Markets, speaks with Anisha Goodly about how to take advantage of the increasing role of Emerging Markets in a multi-polar world.