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The Emerging Markets opportunity (part 2) — These aren’t your parents’ emerging markets

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May 3, 2021

While the emerging markets asset class has been mostly overlooked by Canadian investors, we believe exposure to this asset class in an investor’s portfolio is likely to enhance diversification benefits and improve long-term returns. This shouldn’t be viewed as a “niche” investment or a “trade.” Specifically, the Asian emerging markets are a rapidly growing area of the world that we believe will only continue to grow in terms of economic importance in the years to come.

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