Podcast: Emerging markets update
EL&C Baillieu Research Podcast: Emerging markets with Fidelity's Anthony Doyle
We expect improved investment returns for global emerging markets over the next 12 months, driven by a likely US-China trade resolution, China stimulus focused on consumption, and emerging markets’ discounted valuation.
In this podcast, Anthony Doyle helps us understand emerging markets, their appeal for investors, the key drivers of growth, and the risks that investors should consider.
Tune in to hear the current state of play, including why you would invest in emerging markets, how can you do it, and why active management is important.