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

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