Client Portfolio Manager
• Podcast
EM to the core, Episode 5 – Finding balance with EM equities
The rotation into emerging markets is embryonic, with global investor portfolios still over-exposed to US assets. Realigning investments to better reflect the engines of global economic growth will take decades, not months and this trend is only just gaining momentum.
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Discover emerging opportunities
For investors focused on long-term investing with real diversification, EM exposure is critical.
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