|

US Market Watch December 2011
Monthly economic commentary covering the US economy and monetary policy, as well as its investment outlook
|

Looking Beyond GEM:
Optimizing Global Emerging Markets Equity Exposure Through Targeted Regional Allocation
Over the past few years, investors have been increasingly keen to expose more of their
portfolios to the emerging markets growth story. This has commonly been achieved by making a single allocation to
global emerging market (GEM) equity strategies, broadly reflecting the MSCI Emerging Markets Index (EM Index) - small wonder,
given the perceived geographic and sectoral complexity within this asset class.
|