The global investment landscape is undergoing a fundamental redistribution of growth opportunity. For decades, developed markets dominated portfolio construction assumptions, with emerging markets treated as…
The global investment landscape is undergoing a fundamental redistribution of opportunity. For decades, emerging markets were treated as peripheral additions to portfolios built around developed…
The architecture of global capital allocation is undergoing its most significant restructuring in three decades. For most of the post-2000 period, institutional investors treated emerging…
The modern investment landscape bears little resemblance to the portfolios of previous generations. Where investors once built concentrated positions in domestic equities and bonds, today’s…