Insight

Emerging markets’ strength comes from within

The architecture of the global economy is changing with emerging markets (EM) becoming central to global growth, innovation and wealth creation. This means global investors should consider building or adding to core exposure to EM equities.

Authors

    Client Portfolio Manager

Summary

  1. Economic strength and innovation leadership now characterize EM
  2. Growing EM wealth increases domestic investment flows
  3. This is a positive tailwind for EM and helps reduce volatility

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