A Balanced Approach to Emerging Markets Investing
By: AGF Investments • April 1, 2019
Investing beyond Canada’s borders into global economies, particularly emerging markets (EM), has historically provided
Not unlike developed markets, the key drivers of emerging market equities can significantly differ from emerging market bonds and should therefore not be viewed as a mutually exclusive investment decision. Take for instance an evenly allocated portfolio of emerging market debt and equities (50%/50% blend) against portfolios comprised entirely of each individual asset class (100% equity and 100% debt). As in the example below, the balanced portfolio finds itself in the middle both from a risk and return perspective.

The equity component of the Fund is managed by Regina Chi who is a key member of the AGF Global Equity team whose collective industry experience and globally diversified cultural backgrounds enable them to identify opportunities unrecognized by the market. Regina employs an
The fixed income component of the Fund is managed by Tristan Sones, who is a key member of the AGF Fixed Income team and brings nearly 20 years of experience trading EM bonds and currencies. Investors gain access to all three major
While the equity and fixed income sleeves are managed independently of each other, Regina and Tristan embrace a highly collaborative approach towards the sharing of information and perspectives of markets. We believe the result of this is a highly complementary pair of emerging market offerings that together provide a strong balanced solution for investors seeking emerging market exposure.
Commentaries contained herein are provided as a general source of information based on information available as of March 29,
AGF Investments is a group of wholly owned subsidiaries of AGF Management Limited, a Canadian reporting issuer. The subsidiaries included in AGF Investments are AGF Investments Inc. (AGFI), AGF Investments America Inc. (AGFA), AGF Asset Management (Asia) Limited (AGF AM Asia) and AGF International Advisors Company Limited (AGFIA). AGFA is a registered advisor in the U.S. AGFI is registered as a portfolio manager across Canadian securities commissions. AGFIA is regulated by the Central Bank of Ireland and registered with the Australian Securities & Investments Commission. AGF AM Asia is registered as a portfolio manager in Singapore. The subsidiaries that form AGF Investments manage a variety of mandates comprised of equity, fixed income and balanced assets.
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