Research Review: Allocations to emerging markets equities

Compiled by PortfolioConstruction Forum | 13 October 2011

We asked the fund research houses: Given the dichotomy between high growth emerging markets and low-growth developed markets, should all portfolios be ‘overweight’ to emerging market equities? If so, overweight to what?

Lonsec's response

Emerging markets are an acknowledged source of long-term investment growth. While currently 13% of world equity market capitalisation, emerging markets are forecast to be the engine room of global growth for ...