Relying on emerged economies for growth

Headwinds in the most unexpected places

Daniel Murray of EFG Asset Management

Daniel Murray of EFG Asset Management

In the 1980s and 1990s, China and other emerging markets contributed a relatively small amount to global economic growth. That has changed.

In recent years, global real economic growth has become increasingly dependent on the emerging and developing economies. Their importance grew in the 2000s before the Global Financial Crisis, during which emerging markets prevented the global economy entering recession. Seven key themes in emerging markets This year, China is expected to contribute a full one percentage point of the world's 3% expected growth and other emerging markets will add almost as much. Emerging economies have, in many cases, truly emerged. Certainly, in the more prosperous regions of such economies, livi...

To continue reading this article...

Join Investment Week

  • 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


More on Emerging markets

The ETF will be available to investors on London Stock Exchange for a total expense ratio of 0.35%.

Franklin Templeton launches Catholic EM sovereign debt ETF

Article 8 ETF for European investors

clock 28 June 2022 • 1 min read
Amazon shares are down 40% from its peak

Growth stock pickers feel like 'a kid in a candy shop'

'It is time to go shopping'

clock 22 June 2022 • 4 min read
Offered to both institutional and retail investors, the portfolio is a new sub-fund of the Luxembourg UCITS Goldman Sachs Funds SICAV.

Goldman Sachs AM launches emerging markets ex-China equity fund

Benchmarked against MSCI ex-China index

clock 21 June 2022 • 1 min read