Canadian investors should consider expanding their investment universe to seek out future growth opportunities beyond the U.S. and should revisit emerging market equities as an important building block in a diversified global portfolio.
There is in the region of 25,000 listed companies in developing countries. This is a very substantial searching ground for active investors. There are many best-in-class businesses, run by top quality management who have identified an opportunity and who have built fantastic franchises.
As emerging market (EM) equities gain favour among institutional investors, Juan Salazar, Director and EM specialist, Responsible Investment, BMO Global Asset Management EMEA, explains the importance of integrating environmental, social and governance (ESG) analysis into investment decisions, and how it can be accomplished effectively to yield a valuable edge for EM portfolios.
In this issue of Insights, June Lui, Portfolio Manager, BMO Global Asset Management (Asia) Limited, goes beyond trade rhetoric, headlines and geopolitical friction to discuss where Advisors can find better investment opportunities in China.