Emerging markets and distressed securities top list of strategies to watch in 2011

What strategy will be the top performer in 2011?


Charles Howlett, Matterhorn Investment ManagementEmerging market equities look like one of the most promising areas for investors in 2011. Youthful demographics and current account surpluses in many emerging markets mean they are near-complete opposites of developed economies. Political stability and corporate governance have improved markedly in the last few years. The clear need for many developed economies to maintain loose monetary policy is likely to persist, fuelling asset booms in the