Should portfolio managers prepare for ‘the revenge of the rest of the world’?
Patrick Russel of Northcape Capital discusses the long-term opportunities in developing countries
IMF warns it could reduce global economic activity by 2% and EM GDP by 6%
Change in stock market policy and possibility of an end to deflation fuel change, though few investors have committed
Investing abroad bolsters diversification but CIO warns investors are rarely compensated for the risk
