Active managers would be better off sifting through some of the more weighty names and then gaining exposure to the underlying growth of the Asian middle class, which is expected to reap rewards for many years to come.
Rory McPherson is head of investment strategy at Psigma Investment Management
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KEY FIGURES
4ppt
Average underweight to emerging markets by global equity managers
49%
Proportion of active emerging market managers outperforming the index over three years
843
Number of stocks in the MSCI Emerging Markets index
£60bn
Assets under management in the IA Global Emerging Markets sector
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