By Philip Ehrmann, a fund manager at Gartmore Investments Given that emerging markets are genera...
By Philip Ehrmann, a fund manager at Gartmore Investments Given that emerging markets are generally associated with higher risk, it may come as a surprise that they have strongly outperformed their developed peers over the past year, despite changes in perception of the health of the global economy. Historically, emerging markets have led an upturn in the global economic cycle. This can be seen as one the chief reasons for their outperformance. Currently, there is a growing debate as to the pace of global activity. Uncertainty as to the rate and robustness of recovery has seen ...
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