Episode 57
Emerging Market Equities: navigating cycles, risks and opportunities
Talking Capital · Capital Generation Partners
November 6, 202530m 1s
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Show Notes
In this episode, Ian is joined by Mario Acquistapace, Investment Research Associate Director at CapGen, to discuss emerging market equities, including:
- An overview of the current landscape, how they've performed and the associated risks
- Our manager selection process
- Carrhae Capital's investment strategy and the rationale behind choosing them as a partner