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Decoding emerging markets: the case for active exposure
The case for an active exposure to emerging market equities at a point when geopolitical risk is high and volatility rising across asset classes
Čítať celú správuDecoding emerging markets
8 strany
Profily autorov
After a period of sustained outperformance from 2001 to 2010, emerging market equities entered a period of underperformance versus the MSCI World Index. This has yet to turn. To explain the sources of underperformance and why this might change, this paper examines the drivers of emerging market returns. It assesses the opportunities and risks we see today, and explains why emerging markets’ breadth and complexity creates opportunities for active management.
Čítať celú správuDecoding emerging markets
8 strany
Profily autorov
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