Darius McDermott: Why the role of Asia has to change in investor portfolios

'It will become a core holding'

clock • 3 min read

As developed economies struggling to come to terms with the long-term impact of the coronavirus, writes Darius McDermott, who makes his case for Asian equities over the next few years…

The region now accounts for 80% of the emerging markets equity universe. But for many investors it has always been pigeonholed as the satellite element of their portfolios, either as a growth kicker or a diversifier. I believe it's only a matter of time before Asia becomes a core holding for a majority of both growth and income investors and the numbers to support this - both on a demographic and business front - are staggering. Asia now accounts for 59% of the world's population (Europe accounts for 9.7%) and it is home to almost 18,000 listed stocks - that's more than the US, Europe...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Why investors need to think about emerging markets a little differently

Why investors need to think about emerging markets a little differently

'Emerging markets are starting to look eerily similar to developed'

James Flintoft
clock 29 October 2025 • 3 min read
Watch PA's Working Lunch with Baillie Gifford: Acting your age – when growing up pays off

Watch PA's Working Lunch with Baillie Gifford: Acting your age – when growing up pays off

Catch up on the discussion

Professional Adviser
clock 29 October 2025 • 1 min read
Direct engagement and the search for hidden gems

Direct engagement and the search for hidden gems

'What really matters is that investors do not find themselves behind the eight ball'

Gabriel Sacks
clock 27 October 2025 • 4 min read