Is Investing in Emerging Markets Today Worth the Risks?Is Investing in Emerging Markets Today Worth the Risks?

How has emerging markets evolved over the last few decades?

Emerging markets have underperformed developed markets in the last decade. Should EM continue to play a role in portfolios considering their higher volatility?

How do investors overcome the risks associated with China being 35-40% of broader EM exposure, especially when we consider the recent regulatory changes in China which have caused so much volatility?

What % allocation to emerging markets do you suggest and how does emerging markets fit into a globally diversified portfolio?

Let’s look into your crystal ball. What will we be talking about 1 year from now? What makes emerging markets compelling in the next 1/5/10 years?