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It is ok to allocate. Really!

Weekly investor research

25 July 2016

The case for allocating to EM has been building for at least a year. Performance is now catching up. We outline the case for allocating to EM, even if uncertainties linger in developed markets. The Turkish government’s state of emergency should enable it to root out people with links to the recent coup attempt, but there may be a price to pay in terms of growth. Colombia looks set to hold a plebiscite on the recent peace agreement with the FARC rebels and approximately three quarters of Colombians are in favour. The global backdrop for EM deteriorated marginally as markets got depressed about the absence of further stimulus and the lack of bad news. After all, this is a world where performance in most financial assets has become more beholden to prospects of further policy support than economic data.

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