Emerging markets
Wealth management firms are recommending that clients increase their portfolio exposure to emerging markets, often to 15% or more compared with around 5% two years ago. The thinking is that this better reflects the emerging markets' burgeoning share of the global economy and will avoid portfolios incurring a systematic bias to the developed world.
Emerging markets already account for 35% of global GDP, while the UK represents no more than 10%.
Economic growth is compelling not only in China and India, but in Indonesia, Turkey, Brazil and Russia, which are well positioned for several years owing to current account surpluses and huge foreign exchange reserves.
Money Observer has put together an 18 page article focusing on specific areas of investment within these emerging markets, including the best fund managers and top emerging market trust performers over the past two years.
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