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Emerging/Developed Market Portfolio Mixes

Stefano M. F. G. Cavaglia
PanAgora Asset Management, Boston, MA 02110 USA

Magnus Dahlquist
Stockholm School of Economics, Stockholm, SWEDEN

Campbell R. Harvey
Duke University, Durham, NC 27708
National Bureau of Economic Research, Cambridge, MA 02138

Peter L. Rathjens
PanAgora Asset Management, Boston, MA 02110 USA

Jarrod W. Wilcox
PanAgora Asset Management, Boston, MA 02110 USA

Abstract

Although emerging markets represent less than 15% of world equity capitalization, their relativley large degree of returns predictability make them candidates for over and under-weighting in active asset allocation strategies. This research addresses the problem of how much should one invest in emerging markets in active global programs. Different trading strategies that capture the predictability in both a world equity portfolio and an emerging market portfolio are presented. These strategies outperform standard benchmarks when applied in an out-of-sample experiment.