An emerging dilemma

07/03/2024 17 min
An emerging dilemma

Listen "An emerging dilemma"

Episode Synopsis

The debate around China versus India has been a biggest party in town lately, as far as emerging markets are concerned.This week Joseph Wilkins and David Thorpe are joined by Will Bartleet, chief investment officer at Pacific Asset Management, who has a higher exposure to emerging markets than his peers, to discuss his views on the region.They also discuss his large exposure to global equity funds and how he uses alternatives.The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information.