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Podcast - Quarterly update - October 2020
Paul Sloane, Portfolio Manager, reviews emerging markets in Q3 2020 and introduces a new addition to the portfolio.
- Date published
- 29 Oct 2020
- Tag
- Emerging Markets
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Podcast: Sustainable investing through the crisis
In his latest podcast, Zehrid Osmani outlines why sustainability and Environmental, Social and Governance (ESG) issues remain vitally important.
- Date published
- 4 Jun 2020
- Tag
- Covid-19
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Podcast: Myth-busting China’s economy
Paul Desoisa busts a few myths on the Chinese economy and answers key questions on exports, government ownership and ESG.
- Date published
- 28 May 2020
- Tag
- Emerging Markets
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Podcast: Q1 earnings season wrap-up – maintaining our conviction
Zehrid Osmani summarises the recent earnings season, reveals his Q2 forecasts, and explains how he maintains conviction in current markets.
- Date published
- 21 May 2020
- Tag
- Global
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Podcast: Companies capturing growth in emerging markets
Divya Mathur reveals how economic activity is resuming after the COVID-19 outbreak and provides real-life examples of companies that are benefiting from the long-term growth opportunities.
- Date published
- 14 May 2020
- Tag
- Emerging Markets
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Podcast: Interrogating the earnings outlook
Zehrid Osmani’s latest podcast focuses on the scale of current earnings revisions and explains his playbook for assessing these risks in a long-term investment case.
- Date published
- 7 May 2020
- Tag
- Covid-19
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Podcast: Emerging markets – our ESG advantage
Colin Dishington explains why ESG factors are crucial to investing in emerging markets, how Martin Currie has achieved its industry-leading position, and the ways our approach continues to evolve.
- Date published
- 28 Apr 2020
- Tag
- Emerging Markets
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Podcast: Anatomy of the market recovery
In his latest podcast, Zehrid Osmani, dissects the equity market rebound, asks if it is sustainable or a bear market rally, and what the shape of the longer-term recovery will be.
- Date published
- 21 Apr 2020
- Tag
- Covid-19
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Podcast: Emerging markets rebound and our composed approach
Alastair Reynolds, Portfolio Manager, discusses the emerging market rebound, and how our GEMs team’s collaborative approach is a key to remaining composed in current markets.
- Date published
- 14 Apr 2020
- Tag
- Emerging Markets
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Podcast: The bull/bear battle
Zehrid Osmani provides his view on current markets, potential opportunities in a post-pandemic world, and a summary of the in-depth research process.
- Date published
- 9 Apr 2020
- Tag
- Global
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Podcast: Managing emerging market volatility
Portfolio Manager, Paul Sloane, explains what’s been happening in emerging markets and how having a balanced portfolio acts as a major noise reduction tool.
- Date published
- 3 Apr 2020
- Tag
- Emerging Markets
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Podcast: The opportunities offered by the market pull-back
Zehrid Osmani, Head of Long-Term Unconstrained, offers you his opinion on current opportunities.
- Date published
- 27 Mar 2020
- Tag
- Covid-19