In this new Investment Week series we ask a fund manager, multi-asset manager, fund picker and economist and CIO to pick a graph they think best portrays the state of the asset class.
This month experts considered emerging market equities. These graphs range from a look at the importance of China to the overall asset class; the impact of Covid cases on China; the significance of copper prices; and the impact of inflation. Andrew Hardy, director of investment management at MGIM (Momentum Global Investment Management) The Chinese equity market has roughly halved since its peak in February last year, giving up a decade of outperformance versus the rest of the emerging markets equity index in the process. Its 30% weighting still dominates the index though, or o...
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