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We believe that emerging markets may offer long-term outperformance potential. But many investors may have not recognized this potential and do not have enough EM exposure.
After the strong gains in emerging markets (EMs) in 2017, there may be a temptation to believe the best of the gains are already behind us.
Our view, though, is that EMs may offer long-term outperformance potential and that many investors may not have enough exposure to EMs.
Overall, EM equities and fixed income are cheap compared to their developed counterparts, as are the currencies in which they are denominated.
Our recommended approach is to have a broadly diversified allocation to EM securities, reflecting our overweight to all EM asset classes in every region.
Download our Emerging opportunities theme report here.