To some, portfolio diversification means investing outside of the usual suspects of public debt and equities. To others, it means exploring options beyond North American shores into Europe and Asia.
Aberdeen Asset Management's Devan Kaloo, head of Global Emerging Markets Equities and Global Head of Equities, discusses three main issues facing emerging markets — China, U.S. monetary policy and earnings.
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Not unusual (or entirely exclusive to China) since the passing of the recent Global Financial Crisis, stocks continue to portray a significant disconnect between the real and financial economy.
With an increasing abundance of market uncertainty, defined outcome strategies can provide the comfort and relative safety that financial professionals and their clients increasingly seek.