The Emerging Market Equities Podcast

The Emerging Market Equities Podcast

In this series we explore the themes, trends and events shaping the dynamic world of emerging markets for equity investors.‘Emerging markets’ describes a very diverse group of countries with disparate cultures, political systems and economies. Trends like higher consumption, driven by increased middle-class wealth, and early adoption of new technology are producing companies that are innovators and disruptions.With equity markets populated by current and future market leaders, emerging markets are a fertile hunting ground for active stock-pickers.

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Income investing

Income investing

How is investors’ global hunt for yield affecting income investing in new economies? In this latest episode of our Emerging Markets Equites podcast, Matt Williams joins host Nick Robinson to talk abou...

29 Heinä 202117min

China's ESG journey

China's ESG journey

In the latest episode of our Emerging Markets Equity podcast, David Smith joins Nick Robinson to take an in-depth look at how Chinese companies are addressing environmental, social and governance (ESG...

30 Kesä 202120min

India: reform, recovery and the new economy

India: reform, recovery and the new economy

In this week’s Emerging Markets Equities podcast we focus on India. Kristy Fong from our Asian Equities team joins Nick Robinson to discuss everything from the effects of the pandemic to how the India...

21 Huhti 202117min

The UN’s Sustainable Development Goals

The UN’s Sustainable Development Goals

What are the United Nations’ Sustainable Development Goals? In this episode, we look at how and why they came about. We also discuss how stewardship of capital can advance emerging markets’ progress t...

20 Huhti 202126min

Renewable energy

Renewable energy

How is the green revolution making investment opportunities in emerging markets? In the fourth episode of our Emerging Market Equities Podcast, Mubashira Bukhari Khwaja joins Nick Robinson to discuss....

19 Huhti 202118min

Eastern Europe and Russia - value opportunities

Eastern Europe and Russia - value opportunities

The third installment of our Emerging Market Equities podcast looks to Eastern Europe and Russia. EM investors Catriona McNair and William Scholes join Nick Robinson to share their thoughts on the cha...

26 Tammi 202126min

Innovation and opportunity in Latin America

Innovation and opportunity in Latin America

How is innovation shaping investment opportunities in Latin America? Trends such as digitalisation are strengthening in the region, while both start-up and fintech companies are growing in number. Edu...

25 Tammi 202126min

The Chinese technology sector

The Chinese technology sector

Join us for the first episode of our Emerging Market Equities Podcast, where we look at the who, what, where, when, and why of investment opportunities in the region. This week, Adam Montanaro, Pruksa...

21 Tammi 202130min

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