Client Portfolio Manager
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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.
Discover emerging opportunities
For investors focused on long-term investing with real diversification, EM exposure is critical.
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