How 'tiger economies' are causing assets to shift eastwards

Opportunities in developing Asia

clock • 2 min read

To get the best investment for the customer over the long term, one needs to have a clear view on where future economic and asset growth will come from.

Historically, the economic centre of gravity was broadly in line with the size of the global population. Until 1500AD, trade in agricultural goods was primarily within Asian and African civilisations. At that point, Western Europe, North America and Australasia accounted for less than 20% of the world's economic output. This changed as Europe and the US came to dominate the landscape. The frontiers set to cash in on China's $6trn 'Silk Road' initiative Importantly, there has been a reversal of this trend with the rapid growth of Japan, China and the East Asian "tiger" economies. ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Multi-asset

Multi-asset teams sentiment indicator: Positive view on UK equities on 12-month view

Multi-asset teams sentiment indicator: Positive view on UK equities on 12-month view

Negative on US equities

Paul Ilott
clock 12 March 2024 • 5 min read
Morgan Stanley IM launches UCITS version of Systematic Liquid Alpha fund

Morgan Stanley IM launches UCITS version of Systematic Liquid Alpha fund

Offshore vehicle since August 2018

clock 21 February 2024 • 1 min read
MPS Watchlist: Helping advisers navigate the sector

MPS Watchlist: Helping advisers navigate the sector

Impact of Consumer Duty

Professional Adviser
clock 07 February 2024 • 1 min read
Trustpilot