Increased urbanisation and the rise of the middle classes are the long-term drivers for emerging markets. But there are a couple of other short-term factors that make the asset class even more compelling, says Kevin Barker.
Investors in Denmark are almost universally bullish about European equities. Though sentiment towards US equities is considerably less buoyant, a market correction isn’t thought to be an imminent threat.
Equity bulls were told what they liked to hear at the Expert Investor Denmark event in Copenhagen last week.