Tap into long-term structural change
Emerging market equities provide attractive opportunities for investors to tap into the growth potential of some of the world’s fastest growing economies. The outlook for emerging market growth is strong, with GDP and corporate earnings forecasts set to remain well ahead of developed markets—underpinned by long-term structural change.
In China, for example, the local A-share investment universe is being transformed by innovative new companies seeking to meet increased consumer demand in such areas as healthcare, technology and e-commerce. And where China leads, other major emerging markets are now following, with structural shifts across the emerging world creating a wealth of attractive investment opportunities for long-term investors.
Investing in emerging market equities can help boost long-term risk-adjusted returns, bringing powerful diversification benefits to all investment portfolios.
Richard Titherington
CIO, EM and Asia Pacific Equities
Benefit from on-the-ground expertise
We’ve built considerable local expertise in emerging markets over many years. We’ve been investing in emerging market equities since 1971 and were one of the first foreign managers in China, through our fully owned local asset manager, CIFM. We were also among the first emerging market managers to focus on sustainability.
Today, environmental, social and governance factors are fully integrated into our investment process, while all our emerging market equity funds benefit from the insights of our team of almost 100 dedicated portfolio managers and analysts based across eight locations globally.
Quite simply, we have the local knowledge and expertise needed to unlock quality returns in these often under-researched markets.
Markets
Returns driven by dynamic growth and long-term structural change
Process
Environmental, governance and social factors fully integrated in stock selection
People and Resources
Investment ideas based on research from experienced locally-based investors