"There is a lot of growth that is not driven by any one component. It is very broad. We are definitely very pro-emerging markets," Tyndall AM head of multi-manager Ken Ostergaard said.
He also explained that low trading equities has created a relative valuation gap which has expanded between equities and bonds.
"We have experienced some shift from fixed income into some of our equities products, we think that will continue. When it does really happen you [will] get some of these big uncertainties out of the way," Mr Ostergaard said.
"At some point there will be a shift from fixed income and cash into equities and that is probably going to benefit emerging markets and we'll see a lot of inflows eventually.
"We think it's getting closer to the point where there will be quite a lift up in emerging markets," he said.
In the meantime, Tyndall AM remains very positive of long-term emerging markets and identifies significant growth.
For example, China will continue to grow between 7-8 per cent on average for the next 10 years with inflation of two or three per cent, Mr Ostergaard explained.
There are also low debt levels and growing income per capita, which will probably double with what is currently coming out of the Chinese political scenery, he said.
