Asset Allocator's Soapbox: Rita Grewal

Since the financial crisis derailed the economic progress of much of the developed world, investors’ attention has focussed firmly on emerging markets. In many people’s opinion, this is the only way to find growth and therefore good investment returns right now. However, there are many reasons why investors should re-examine their exposure to developed markets as a core part of a diversified global portfolio. Broadly, the investment case for exposure to developed markets breaks down into strategic reasons, which tend not to change over time and tactical reasons, which do. On the strat...