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Emerging markets still often treated as a ‘monolithic bloc’

With emerging market equities increasingly a core portfolio allocation, investors should take a more targeted approach to the asset class, says Robin Thorn at PineBridge Investments.
Emerging markets still often treated as a ‘monolithic bloc’
The growing importance of emerging markets has been a theme for some time, and yet investors – particularly in the US – still lump them together as a group despite the differences between them. Robin Thorn, global head of equities at PineBridge Investments, argues that investors should take a more targeted approach, as the firm sets out in a paper published this month*. Thorn’s relocation to Hong Kong this year from New York to drive the Asian equities business indicates that th…
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