Episode 56
Emerging Market Equities: opportunities, risks and investment strategies
Talking Capital · Capital Generation Partners
October 2, 202529m 20s
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Show Notes
In this episode, Ian and Robert discuss emerging market equities from a macro perspective:
- Market overview: how have emerging market equities performed over the past year and how do we classify them?
- Portfolio context: what is their role in portfolios and what are the risks?
- Investment strategy: what are the pros and cons of active vs passive approaches?