How much emerging-market exposure should your clients have?

How much emerging-market exposure should your clients have?
A growing number of individual investors are seeking returns from emerging markets, with China and the Brazil at the top of the list.
MAR 02, 2012
By  Mark Bruno
A growing number of individual investors are seeking returns from emerging markets, with China and the Brazil at the top of the list. With that, a growing number of clients are experiment with varying levels of emerging market exposure within their equity portfolios. How much is enough - or too much - exposure? Of course, each individual will have a different set of needs, risk tolerance and risk horizon. But in our Portfolio Manager Viewpoints webcast with John P. Calamos Sr. earlier this week, Mr. Calamos suggested that emerging markets should now make up roughly 10-15% of an investor's equity allocation (with part of the allocation dedicated to 'core' emerging market holdings, and part allocated for more tactical emerging market investing.) If you missed the webcast with Mr. Calamos, the replay is available on demand. Mr. Calamos explores different ways investors can now get exposure to emerging markets - whether it's through direct investments, or by investing in multi-national companies that generate a significant chunk of their revenue from emerging markets. To listen to the replay, click here.

Latest News

Fund fees continue long-term slide as investors favor lower-cost options
Fund fees continue long-term slide as investors favor lower-cost options

Industry report details decades-long trends in expense ratios, 2024 fee movements, and how shifts in advisor compensation have played a role.

Senate Majority Leader pushes full repeal of estate tax
Senate Majority Leader pushes full repeal of estate tax

The Republican leader's call to end the death tax, part of a long and growing wish list of cuts and reductions, would offer relief to a small but important sliver of America's wealthiest taxpayers.

Wall Street bonuses surged 32% to $47.5B last year, NY comptroller says
Wall Street bonuses surged 32% to $47.5B last year, NY comptroller says

The 2024 bump in bonuses made for the largest total pool in records going back to 1987, but economic uncertainty and federal changes weigh on this year's outlook.

Advisors seek transparency on DIY investing as Robinhood faces investigation
Advisors seek transparency on DIY investing as Robinhood faces investigation

'I feel like they have created an addictive gaming culture, which is not healthy for investing.'

Dynasty forges RIA custody partnership with Goldman Sachs
Dynasty forges RIA custody partnership with Goldman Sachs

The collaboration gives Dynasty's $105 billion network of over 500 advisors access to new custodial services, asset management, and lending expertise.

SPONSORED Focus on clients, not compliance – why Gary Corderman found his fit with Farther

This wealth management platform finally delivers on the technology promises other firms couldn't - giving advisors a better way to scale and serve

SPONSORED Beyond the all-in-one: Why specialization is key in wealth tech

In an industry of broad solutions, firms like intelliflo prove 'you just need tools that play well together'