Why emerging markets deserve a second look

When you hear “emerging markets”, what comes to mind? For many investors, it’s still the old picture of cheap labour, commodity exports and the occasional currency crisis. Philip Petursson, Chief Investment Strategist at IG Wealth Management, updates that picture, explaining why emerging markets today offer growth at half the valuation of U.S. stocks, with AI hardware, Chinese consumption and commodity inputs all bundled into one allocation. He also discusses why the risks that come with them may provide exactly the kind of diversification your portfolio needs.