Global emerging markets put developed world in shade

MARKET REPORT

Investors who lost out on US equities could avoid making the same mistake by investing in emerging markets, while riskier and real assets could help them see short-term gains

Developed economies are being dragged down by their ageing populations, creating a risk investors could lose out on equities over the next decade in the same way they did in the last one, research from Barclays Capital indicates. Having coined the phrase “the lost decade” for the period 1998-2008 in its Equity Gilt Study last year, highlighting the decade was one of the worst performing for US equities in 83 years, the bank said it could happen again – based purely on demographics. The story is not all doom and gloom however, as long-term opportunities exist in emerging markets and in th...