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Nutmeg's chief investment officer, Shaun Port, explains why his investment strategy for Nutmeg's customer portfolios' remains cautious on emerging markets and oriented towards developed market stocks.
"The decision in the US to reduce its bond-buying program, coupled with slow Chinese growth, has caused a lot of uncertainty in emerging markets in recent months. With the valuations of emerging market stocks falling, some investors actually see it as a good time to invest in them, but our view remains that the inherent risks far outweigh any small pockets of good value that may exist.
We decided to sell our emerging markets investments in June last year and our customers’ portfolios are more oriented towards developed market equities. In 10 charts, here’s why we think it’s prudent to remain wary of emerging markets as a whole right now…"
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