Is now the time to increase exposure to emerging markets? (Part I)

After months of capital outflows and uncertainty, the Federal Reserve's decision to hold rates in September could provide emerging markets with some respite.

Simon Evan-Cook, senior investment manager, Premier multi-asset funds Valuations are improving The only game in town a few years back, emerging market equities have been falling out of favour ever since. They are widely despised now: all the positive arguments have been forgotten, with focus back on the perennial negatives. Valuations, meanwhile, have been improving. On that basis alone, this is a great buying point for long-term investors and we are buying more. We are well aware the macro looks horrible, and that it may well get worse from here. But we are not from the 'Lord make m...