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The Emerging Markets Equity team has turned tactically bullish on emerging markets equities. This means that we expect emerging equities to outperform developed equities both in the short and in the long term. In our outlook we explain why, addressing the concerns investors have about this asset class.
For about a decade many investors believed investing in the four BRIC countries – a concept launched by Goldman Sachs Asset Management – was the easiest way to profit from growth in emerging markets. But times have changed. Simplification is not always the best approach.