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Building a Better Emerging Markets Portfolio

Market Commentary

11 January 2016

Most serious asset allocators by now recommend a strategic commitment to Emerging Markets equities. But the investment landscape has shifted dramatically since investors first discovered Emerging Markets and it would be unwise to expect that the common “one size fits all” approach to Emerging Markets investing will continue to deliver the way it has in the past. Professional investors need to rebuild their Emerging Market exposure, diversifying into smaller companies and a broader spectrum of markets.

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