Tensions in Ukraine have led investors to question whether the valuation opportunity justifies the additional risks emerging markets bring. Momentum's James Klempster shares his thoughts...
Multi-asset investors must always be looking to tomorrow's opportunities rather than fixating on the past. As a consequence, life is never dull. Recent events in the Crimea have reminded us all that emerging market investing is not purely a matter of valuations - especially in the short term. Despite that, in the long term, we should continue to ask ourselves whether the valuation opportunity justifies the additional risk that emerging market positions bring to the portfolio. Without wanting to spoil the punchline, we think that the answer is yes. As of today, the market is rightly wo...
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