Emerging markets have had a torrid 18 months. However, despite the negative headlines, they have performed in line with developed markets since the beginning of 2014. Managers tell Investment Week how they are investing in the region
David Appleton investment director, Cornelian Asset Managers EM franchises We have not been adding to emerging market exposure as global multinationals with significant emerging market franchises can offer a superior way to access the growth opportunities presented by the developing world. Examples of UK listed companies with strong emerging market businesses include Inchcape (premium/luxury car distribution), Prudential (insurance), WPP (advertising) and Rexam (packaging). These companies benefit from earnings derived from a broad spread of geographic markets, strong l...
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