How to utilise a multi-asset strategy in emerging markets

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Sandra Crowl, member of the investment committee at Carmignac Gestion, explores the benefits of a multi-asset strategy when investing in emerging markets.

Over the long term, emerging markets have clearly outperformed developed countries. While there are some concerns in the short term - notably the knock-on effect of the slowdown in developed markets - the prospects for emerging markets still look bright. Throughout the last decade, emerging markets as a whole grew at around 4% annually faster than developed markets. This has been as true in recessionary as in expansionary periods. After developed market contagion hit emerging markets in 2008, emerging markets recovered substantially quicker than developed markets in 2009. Emerging mar...

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