Invesco Canada blog

Insights, commentary and investing expertise

Emerging-market shares gain ground


August 10, 2016
Subject | Active management | Macro views

Emerging markets delivered strong performance in the second quarter, driven by improved economic conditions and stabilized corporate earnings.1 The macro-level strengthening included lower inflation, stable commodity prices, improved current account balances and a reversal in currency depreciation. Assuming an accommodative monetary backdrop, emerging-markets gross domestic product (GDP) is expected to grow by roughly 4% this year and to accelerate in 2017 – the first acceleration in four years.2

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Diversification in a post-Brexit world

The basic principle that guides our portfolio construction is combining asset classes that we believe will perform well in at least one of the main economic environments. The goal of this approach is to have elements of the portfolio that are performing well in various scenarios – helping buoy results in more difficult times.

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Diversification