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Investment Solutions Forum 2019 HK - Exclusive Insights - Ryan Lemand

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1. What are the opportunities for Asian based clients to invest in the GCC today?

Video transcript

1. What are the opportunities for Asian based clients to invest in the GCC today?

Today if we look at the whole world, valuations are really at the high level in developed markets. So, people are looking for opportunities to invest, they're looking for yield, they're looking for return. One of these opportunities, we think, is present in the GCC countries. It is in new emerging markets; the countries there have been reclassified recently to emerging markets, so they are parts of MSCI and FTSE emerging market indices. However, investors have not yet come in massively into these countries. So, risk premiums are still quite high. These countries have very low debt levels, they're very rich, their debt-to-GDP is very low, and their stock markets are very low in valuation. So, it makes lots of sense for people who look at emerging markets to consider this market that has been ignored until now.