Investors should not view emerging markets as a uniform group.
They span the spectrum in geography, development and degrees of resiliency. This creates a diversified opportunity set for portfolios. A judicious combination of emerging market exposures could drive attractive performance.
So, where can investors find value in emerging markets this year?
The best opportunities may be in government bonds and betting on the currencies of Brazil, Mexico and South Korea.
Fidelity Emerging Markets Limited (LON:FEML) is an investment trust that aims to achieve long-term capital growth from an actively managed portfolio made up primarily of securities and financial instruments providing exposure to emerging markets companies, both listed and unlisted.
