MI130: Are Emerging Markets Undervalued? w/ James Fletcher
发布时间 2022-01-04 10:00:00 来源
摘要
IN THIS EPISODE, YOU’LL LEARN:
05:31 - What ESG investing is, and why it’s a focus of James’ fund.
19:09 - Whether ESG investing enhances, or hinders long-term returns.
21:10 - What emerging markets are, and why James believes that emerging markets are undervalued.
26:14 - What emerging markets James’ fund invests in.
42:13 - How James thinks about the role of cash in a portfolio.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Check out Ethos Investment Management.
Check out Young Investors Society.
Related Episode: MI029: Emerging Markets And Small-Cap Investing w/ James Fletcher.
Related Episode: MI103: China, Emerging & Frontier Markets w/ Kevin Carter.
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Read this episode’s transcript and full show notes on our website.
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