For EM investors, China’s renewed confidence in its technological and industrial base — set against the backdrop of a slowly recovering domestic macroeconomic cycle — offers a compelling diversification opportunity, particularly as the narrative of U.S. exceptionalism continues to come under pressure.
Video: 5 Pillars to Support Increasing Allocations to International Markets
Senior Portfolio Manager Nigel Bliss discusses why investment opportunities set outside the US are becoming increasingly compelling and how international investments play a critical role in truly diversified portfolios.
