Category

Taking Stock - Equities - Global Diversified

Company

T.Rowe Price

Research Paper

Despite strong corporate earnings and improving sovereign balance sheets, in 2008 emerging markets delivered their worst performance in modern history. Nevertheless, emerging markets are likely to continue to drive global growth. This research paper identifies both the secular trends found in stronger emerging markets and the weaker markets to avoid. Given differing investor risk tolerances, the paper also addresses how to access this secular growth via direct or indirect investment in emerging markets. Finally, it presents data showing that the turbulence of the past year has created an appropriate environment for investors to adopt a less constrained approach to global equities investing.

Presentation

Scott Berg, Portfolio Manager, Global Equity Strategy, T.Rowe Price