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EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management

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Manage episode 410530132 series 2498101
Kandungan disediakan oleh Netwealth Investments Limited. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Netwealth Investments Limited atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

For some, emerging markets remain one of the most mispriced asset classes globally, providing ample opportunities for outperformance, but it is important to properly evaluate the risks before investing.

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth interviews Ross Cameron, Portfolio Manager, Emerging Markets at Northcape Capital, they discuss emerging markets and which ones have his attention this year and why, and those he’s avoiding in 2024.

  continue reading

67 episod

Artwork
iconKongsi
 
Manage episode 410530132 series 2498101
Kandungan disediakan oleh Netwealth Investments Limited. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Netwealth Investments Limited atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

For some, emerging markets remain one of the most mispriced asset classes globally, providing ample opportunities for outperformance, but it is important to properly evaluate the risks before investing.

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth interviews Ross Cameron, Portfolio Manager, Emerging Markets at Northcape Capital, they discuss emerging markets and which ones have his attention this year and why, and those he’s avoiding in 2024.

  continue reading

67 episod

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