You and your clients are likely quite familiar with the major themes in developed markets over the past decade. We saw the recovery from the GFC, a raft of regulatory reforms in response and the rise of big tech.
In some ways, though, the changes emerging markets have experienced have been even more pronounced, and now they're creating significant investment opportunities for those willing to explore what's going on.
This piece by UBS Asset Management explores 10 major changes over the past 10 years in emerging markets.
In this piece, you will learn:
Emerging markets are growing quickly, but there are still a lot of ineff....
Traditionally, investors have allocated to emerging markets tactically -....
04 June, 2019
Emerging markets are growing quickly, but there are still a lot of inefficiencies in each individual market.
06 May, 2019
Traditionally, investors have allocated to emerging markets tactically - that is, buying in when they’re cheap and selling out when they recover.....
08 April, 2019
Given it's enormous weight in the index, it’s easy for most conversations about emerging markets to drift towards China.