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W. Malcolm Dorson

Malcolm Dorson is a senior portfolio manager for Emerging Market equities and head of EM Strategy at Global X Management Company. Malcolm has been managing global, regional, and country specific EM strategies within Mirae Asset Global Investments (Global X parent company) since 2015. Prior to joining Mirae , Malcolm was the lead Latin America investment analyst at Ashmore Group from 2013 to 2015. From 2009 to 2011, Malcolm was an assistant vice president within Citigroup’s Private Bank focusing on asset management. Malcolm began his career in 2006 as an analyst on the convertible securities team at Deutsche Bank. Malcolm holds an M.B.A. from the Wharton School (concentration in Finance), an M.A. in International Studies (concentration in Latin America) from the Lauder Institute, and a Bachelor of Arts degree from the University of Pennsylvania. Malcolm is a US and Brazilian citizen and spent his childhood in Sao Paulo, Brazil.

2025 Midyear Outlook
The Global X 2025 Midyear Outlook is presented in two parts: Macroeconomic by Scott Helfstein and International by Malcolm Dorson. By Scott Helfstein and W. Malcolm Dorson
Views From the Ground: Argentina
A trip to Argentina increased our conviction that political change and the potential to monetize natural resources have the country positioned for growth. By W. Malcolm Dorson
Emerging Market Equities: Assessing Potential Exposure
An EM allocation may help reduce overall portfolio risk while potentially improving returns, but the question is “how much?” By W. Malcolm Dorson and David Beniaminov
Global X 2025 Emerging Markets Outlook
We see potential opportunities in Emerging Markets across a variety of backdrops, from growth and momentum to value and income. By W. Malcolm Dorson and Paul Dmitriev and Trevor Yates
Views From the Ground: India – Keep Calm and Carry on Compounding
Our recent due diligence trip to Mumbai reinforced our belief that India offers the best structural growth story in international markets. By W. Malcolm Dorson and Paul Dmitriev