Portfolio Insights Archives | BetaShares
Global emerging markets: Key themes driving emerging markets

Key themes driving global emerging markets

Reading time: 4 minutes
Each year, many investors look to economic forecasts to help guide their asset allocation decision making. While the macro backdrop will certainly influence various asset classes (some more than others), there are several key trends across the globe that excite the portfolio managers of the BetaShares Legg Mason Global Emerging Markets Fund (managed fund) (ASX: EMMG) regardless of the economic forces at play.

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A new dawn in the land of the rising sun

A new dawn in the land of the rising sun

Reading time: 2 minutes
Japanification
For almost three decades, from 1991 until only a few years ago, the Japanese stock market severely underperformed other developed markets on the back of a stagnating economy. So much so that the term ‘Japanification’ was coined to reference other developed economies possibly facing the same challenges that plagued the Japanese economy during this time,

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