Private Equity
Tech stocks such as the "FANGs" gain much attention but it may make more sense to consider those from emerging market economies, the author of this article argues. With uncertainties around Europe and questions about US protectionism and high equity valuations, it is easy to see that emerging markets hold an allure. To explore the case for emerging markets – with some caveats – is Alex Brandreth, who is deputy chief investment officer of UK-based wealth management firm Brown Shipley. He also heads the third-party fund and structured product research at the firm.