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Oliver's Insights – A (slightly) different cycle – the ascent of the emerging world

This note looks as the increase in the importance of emerging countries in the global economy and what this means for the economic/investment cycle and investors.

The key points are as follows:

- No matter how much economic and investment issues change, there will always be a cycle. In other words, history may not repeat but it does rhyme.

- However, the constrained outlook for the US and other developed countries and the relatively strong outlook for emerging countries, along with the emerging world becoming a greater proportion of global gross domestic product (GDP) than the developed world, make this cycle a bit different.

- This has significant implications for investors, pointing to a strategic bias towards emerging markets/Asian shares, commodities and Australian shares.

- It also suggests the next big asset bubble may be in emerging markets or related themes – but it has a long way to go yet.

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