Understanding Four Forces of Structural Change in Emerging Markets (Wellington Management)

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


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