The investment opportunity in EM is greater than just the companies domiciled there. In essence, investing in global growth should not simply be defined or determined by where a company receives its mail.

Andy Budden | 0.50 CE

Portfolio construction must stay relevant. While traditional country and sector allocations may have worked in the past, today's new environment requires a global and flexible approach.

Andy Budden | 0.50 CE

A new breed of companies – creative, nimble and networked – offer a powerful investment opportunity. Investors need to consider diversifying domestic exposures to access this set of long-term opportunities.

Andy Budden