IT Special: BlackRock's Vecht on outlook for frontiers

What are the drivers of the frontier markets’ investment case? There are seven key drivers: frontier markets offer the best growth, best demographics, a large untapped commodity endowment, the least debt, and some of the cheapest valuations and highest dividend yields. That is a pretty strong basis for us. According to Bloomberg, there is $750bn in dedicated emerging market AUM and just $3-4bn in frontier markets. It is a part of the world that a lot of people are ignoring but we strongly suggest they should be looking at it. There is nowhere else in the world where one can find such ...