Investors hesitant about emerging markets despite daily reliance on products
Moves from overweight to underweight position
Early year pessimism 'not come to fruition'
Emerging markets have generally performed well over the last three years; the MSCI Emerging Markets index has returned over 30% during the period and we believe the asset class still has significant potential to grow.
Technology and politics among key themes
Trust recovering from volatile 2018
In 2018, the world economy entered unfamiliar territory.