Why Your Portfolio Allocates Only 15% to Markets Creating 60% of Global Growth
The global economy’s center of gravity has shifted perceptibly over the past two decades, and portfolio construction has not kept pace. Emerging markets now generate…
Tag: portfolio diversification strategy
Where Old Investment Frameworks Stop Working
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…