Emerging markets account for over half the world’s population and a third of global GDP, yet they remain glaringly underrepresented in most investment portfolios. After a decade of US mega-cap tech dominance, investors have largely sidelined EMs, discouraged by weak performance and relentless negative headlines. But markets are cyclical, and today’s low valuations could be the springboard for a powerful rebound. EMs also bring a critical ingredient that portfolios are starving for - diversification. In today’s narrow, concentrated market landscape, that’s not just a nice-to-have, it’s an essential ingredient for resilient client portfolios. The world has changed, and ignoring emerging markets now could mean missing one of the most compelling opportunities to build portfolio resilience and unlock growth. Is it time to quadruple emerging markets exposures?

Saurav Das | 0.50 CE