PA Video Insight: Emerging markets redefined as an ever-expanding universe

Added 19th October 2016

Economics and politics are key drivers to emerging market company performance but investors do not invest in economics or politics so where are the big market and company opportunities right now?

For investors, emerging markets have a number of different definitions by asset class, geography, sector and source of company earnings.

Steven Smith explains why Capital Group has expanded its investment universe to include developed market companies that generate “meaningful” revenues from emerging and frontier markets - a global approach to GEM investing without the structural inefficiencies of index investing which right now, he says, is simply a quasi-Asia play with an overweight to China.

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Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

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About Author

Gary Corcoran


Portfolio Adviser & International Adviser

Gary Corcoran is the editorial director for Portfolio Adviser, International Adviser and Fund Selector Asia. He is also programme director and chairman for events hosted across the UK, South Africa, Middle East and Asia. Gary joined Last Word Media in August 2006 as the launch editor of Portfolio Adviser, having previously worked at Bacon & Woodrow, Legal & General, FT Business and MSM International.



Investment Strategy



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