The 'growth gap' between emerging and developed markets is widening in the former's favour and emerging markets are expected to grow by a robust 4.5% this year, according to Muzinich's Warren Hyland.
Region 'in better shape' than DM counterparts
As momentum in economies in the developed world has flagged, and as some deep-seated political tensions have surfaced, emerging markets (EM) are once again catching investor attention.
Over the past year, emerging market (EM) assets have looked much perkier. MSCI's emerging market stock gauge is up 13% this year, almost four times as much as the broader MSCI World index of developed-nation stocks.
With global emerging market equities recently rebounding to a year high, and flows returning strongly to the asset class, three managers reveal where they are looking to capitalise on the improvements in investor sentiment.
Underweight to the region
JPMorgan trusts leading the winners