Time to go global

Developing markets are on the comeback trail … and that strengthens the case for holding global shares, unhedged against the Australian dollar.

Based on medium-term economic growth potential, emerging market shares should be a slam dunk to outperform developed market shares. But, of course, it is never that simple. This certainly panned out last decade with emerging market (EM) shares – dominated by Brazil, Russia, India and China – dramatically outperforming developed market (DM) shares – dominated by the US, Europe and Japan. But it certainly hasn’t been panning out that way this year, with EM shares down year-to-date against double-digit gains for DM shares. In fact, this underperformance is evident over the last few years now.

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