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Accenture Forecast Sends Stock Tumbling a Record 20%
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Emerging Markets: $500 Billion in Potential Inflows
At 33:30 · chapter starts 32:00
With only 5% of global AUM in EM versus a 7% historical average, Ann Miletti sees $500 billion in potential inflows. [1] — Ann Miletti "Only 5% of global AUM is in emerging markets versus a long-run historical average of 7%. That 2-percentage-point gap represents up to $500 …" 32:01 EM fundamentals have matured and Allspring entered 2026 bullish on the space.
Only 5% of global AUM is in emerging markets versus a long-run historical average of 7%. That 2-percentage-point gap represents up to $500 billion in potential inflows. Ann Miletti says EM fundamentals have matured, and 2026 is still a good time to be there.
Emerging markets receive only 5% of global assets under management, below the long-run average of 7%, suggesting $500 billion in potential inflows.
Ann Miletti is a committed AI bull, but she worries markets have become too narrow — with all capital flowing to AI names and ignoring diversification. A 'Deepseek moment' or another black swan could wipe out AI-concentrated portfolios quickly.
If emerging market AUM allocation rises from 5% to its historical 7% average, it could bring $500 billion in new investments to those markets.
