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Listen "Unlocking markets: a turning point for EM equities"
Episode Synopsis
Laurence Bensafi, Deputy Head of EM Equities, and Mike Reed, Head of Global Financial Institutions, discuss the strong outperformance of the asset class in the year-to-date, the impact of tariffs on EM companies, and why quality value investments are compelling. They also discuss two of the team’s top-down themes – Technology Transformation and Future Infrastructure – and how a thematic approach drives bottom-up stock picking.
More episodes of the podcast RBC BlueBay Insights
Unlocking markets: the CLO 2.0 era
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Unlocking markets: the winners take all
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