I've been thinking about... Implementing EM exposures (part 1)

2011 Conference - Critical Issues Forum |  25 August 2011

Goldman Sachs forecasts that by 2020, the BRICs will contribute about 49.0% of global GDP growth and EM equities’ share of global equity market cap will rise to 44% (31% currently) - implying a seismic shift ahead for EM equity allocations. The question is how to translate economic and market growth into investor portfolios.

In this first half of this Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Jim O'Neill - inventor of the BRIC concept ...