Daniel Philps
Daniel Philps is the head of Rothko Investment Strategies. Richard Fairbairn and Timothy Law also contributed to this article
- Features
Ahead of the Curve: Avoid the crowds in EMs
Emerging markets (EMs) look set to be the most important growth engine of the 2020s as their consumption levels rise and China follows a saw-toothed growth path towards the economic top spot. However, asset-allocators need to remove themselves from the malign legacy of the 2010s if they are to tap this growth.