Despite strong economic growth, even the most experienced investors' portfolios tend to be under-exposed to Emerging Markets (EM). Why? Home country bias often causes investors to favor domestic stocks over foreign companies, leaving an investor blind spot when it comes to international exposure, specifically in Emerging Markets.
Despite the fact that EM accounted for 39% of global GDP in 2023 (MSCI EM classified countries), money managers and individual investors often overlook this opportunity.
In this report, we explore: