Moving from Growth to Development

The evolution of emerging market economies should be a key point of focus for global asset allocators today. Charting this development is not a simple task, given the diversity of economies, companies and asset classes that all fall within the broader “emerging market” umbrella.

The recent volatility and underperformance of many emerging market assets made investors question, not just their long-term investment, but also the way in which they think about the evolution of the opportunity presented to them. In this article, Philip Saunders, John Stopford, Max King and Aniket Shah of Investec Asset Management’s Multi-Asset team outline some key development components of emerging economies that, they believe, will drive investability and returns.

Read Moving from Growth to Development