The business, economic and investment landscape of the 21st century will be defined by global emerging markets (GEM). With large populations, high savings rates, low debt, undervalued currencies and emerging affluent middle classes, these new markets will increasingly appear as core holdings in investment portfolios.
As part of this year’s one-day, pre-conference Global Emerging Masterclass (August 26), we’ll uncover how much we really know about these countries, their key drivers and prospects, factors to consider before selecting any manager in the GEM sector, and whether and how to include GEM funds in a portfolio.
Research papers from the PortfolioConstruction Conference will be available in the August edition of Money Management’s Technical Adviser.
Now in its seventh year, PortfolioConstruction Conference has earned a reputation as the investment conference of the year. To register, go to http://www.PortfolioConstruction.com.au/Conference
