Category

Markets

Summary

This Critical Issues Forum from PortfolioConstruction Conference 2009 argued that a key feature of the new, post Global Financial Crisis world is that the structural strength of the global economy now resides in the emerging market economies. Since experiencing significant economic hardship during the series of EM crises between 1997 and 2001, these economies have paid down debt, increased savings and built reserves. As a result of that structural economic strength and the stimuli now being applied to these economies, the EM economies will be the major driver of global growth over the coming decade.

Presenter

Chris Watling

CEO & Founder

Longview Economics
(UK)