An ever-evolving EM landscape

08/11/2023 16 min Temporada 1 Episodio 5
An ever-evolving EM landscape

Listen "An ever-evolving EM landscape"

Episode Synopsis

Laurence Bensafi, Portfolio Manager & Deputy Head of EM Equities at RBC GAM, and Mike Reed, Head of Global Financial Institutions, discuss the topics that are particularly pertinent for investors in emerging markets equities, the long-term themes driving the asset class, and the impact on the team’s top-down portfolio positioning.