Aug 29 2016 - Nicolas Rohatyn, CEO/CIO, The Rohatyn Group
When considering an allocation to emerging markets, investors are almost universally seeking growth.
Emerging economies have, indeed, significantly outperformed developed economies, with a GDP growth differential of over 4% per year during the decade from 2006 to 2015, based upon IMF data. For the past few years, however, emerging markets have been subject to deep skepticism over the sustainability of their growth potential, leading many to curtail or even abandon allocations to markets that represent...
Read more »