Playing the plan: Mawer’s Emerging Markets Equity portfolio | EP15

Art of Boring
29/08/2018 19 min
Playing the plan: Mawer’s Emerging Markets Equity portfolio | EP15

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Episode Synopsis

Lead portfolio manager, Peter Lampert, discusses the current investing environment for emerging markets, the importance of resilience, and reviews portfolio holdings in beer, security systems, and bakery ingredient distribution.

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