The Attractiveness of Emerging Economies

Emerging economies equities and bonds have been historically our largest footprint.

The Attractiveness of Emerging Economies

Contact us for more information

Contact Us

Economic Growth

Emerging economies have become the world’s growth engine and are outperforming developed markets by a wide margin.

We believe the world economy could more than double by 2050, outstripping population growth, due to continued technology-driven production improvements. The 7 largest emerging economies are expected to grow twice as fast as the developed G-7 markets, and to represent 50 per cent of global GDP in 2050, with the G-7 countries at 20 per cent.

Enhanced Liquidity

Emerging economies are becoming a much larger portion of the investment opportunity set, as these markets have witnessed exponential growth in market capitalisation. Since 1985, emerging economies’ share of total global capitalisation has increased from 4 per cent to 25 per cent.

Diversification and Low Correlation

Emerging economies equities can be used as a source for diversification, when returns have relatively  low correlations to the United States and other developed equity markets.

Need more information?

Contact Us