Stefan Herz, portfolio adviser at Charlemagne Capital, argues that Turkey has much to offer the informed investor looking for an attractive return away from the sclerotic markets of Western Europe.
With the eurozone continuing to dominate global newsflow, Turkey offers attractive opportunities to diversify away from the structural problems that currently bedevil the West. Demographics remains a genuine standout reason to invest in the country. Turkey’s median age is just 28 years, in comparison to 42 years in Western Europe. This ambitious and aspirational population equates to a high level of household formation – and all that brings to the financial and consumer sectors. More telling perhaps is the old age dependency ratio (the proportion of the population aged over 64 as a pe...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
