Structural Change in Emerging Markets: 4 Key Forces to Understand (Wellington Management)

Key points

This paper isolates four key forces of structural change across EMs, and offers a framework for translating these structural changes into potentially attractive investment themes. Wellington Management believes:

• Economic development is generating four forces of structural change across emerging markets (EMs): greater inclusiveness, enhanced productivity, improved living standards and better sustainability.
• Countries that make progress towards economic development offer more fertile environments for investing.
• Traditional EM indexes are underexposed to the forces of structural change.
• An unconstrained, thematic approach can offer targeted access to development opportunities. READ MORE

Similar Posts:

• Understanding Four Forces of Structural Change in Emerging Markets (Wellington Management)
• Structural Change in Emerging Markets: 4 Key Forces to Understand (Wellington Management)
• The Future of Emerging Markets: A Development Marathon, Not a Growth Sprint (Wellington Management)
• Emerging Markets: How to Unlock the Next Wave of Returns (Amundi Asset Management)
• Emerging Market Opportunities Can Still Be Found (T. Rowe Price)
• Sleeping Giants – The Case for Emerging Markets (Robeco Webinar) 
• Greece is Downgraded to Emerging Market Status (The Telegraph)
• Understanding China’s Economic and Market Developments: Managing China’s Transition into Global Benchmarks (FTSE Russell)
• The Right ETF Starts With the Right Index (FTSE Russell)
• China’s Tech Revolution: Unprecedented Scale, Mixed Results (NinetyOne)
• Opportunities in Emerging Markets Small-Cap Investing (American Century Investments)
• 3 Successful Frontier Market Investing Strategies (DraculaCapital.com)
• Emerging Market Investing: Remember Demographics and Take a Selective Approach (ThinkAdvisor)
• Frontier Markets (Meketa Investment Group)
• Is Your Emerging Market Strategy Overexposed to These 3 Factors? (KraneShares)