Listen in on this Behind The Screens podcast episode, where Ibrahim Ishmail, Investment Research Analyst at Titan Square Mile, is joined by John Malloy, Co-Head of the Redwheel Emerging and Frontier Markets Team, and the portfolio manager of the Redwheel Emerging Markets strategy. Together they discuss the Redwheel Global Emerging Markets Fund; rated ‘A’ on our Academy of Funds.  Their conversation explores John’s journey into investment management and emerging markets, what differentiates Redwheel’s investment approachand how dispersion within emerging markets creates opportunities often missed by top-down investing narratives. They also discuss the impact of geopolitics, supply-chain realignment and the global AI investment cycle. If you don't have time to listen to the full episode, you can jump to some of the highlights:  00: 51 What shaped your path into investment management, and what led you towards emerging markets? 03:08 What sets your approach apart from your peers? 05:43 Emerging Markets is often painted as a single bloc, but dispersion is massive. Where are you seeing the biggest deviations between macro perception and bottom-up reality?  08:44 How have forces such as geopolitics, supply-chain rewiring, and the global AI capex boom shaped Emerging Markets performance this year?  11:45 Market leadership has been dominated by a narrow set of mega-cap tech names. What risks do you see in the current concentration dynamic?  16:45 How are you positioning around geopolitical risk, US-China tensions, and supply-chain decoupling?  20:42 What are you most excited about in the opportunity set in 2026 and beyond?This podcast was recorded in December 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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