DiscoverTalking CapitalEmerging Market Equities: navigating cycles, risks and opportunities
Emerging Market Equities: navigating cycles, risks and opportunities

Emerging Market Equities: navigating cycles, risks and opportunities

Update: 2025-11-06
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Description

In this episode, Ian is joined by Mario Acquistapace, Investment Research Associate Director at CapGen, to discuss emerging market equities, including:

  • An overview of the current landscape, how they've performed and the associated risks
  • Our manager selection process
  • Carrhae Capital's investment strategy and the rationale behind choosing them as a partner

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Emerging Market Equities: navigating cycles, risks and opportunities

Emerging Market Equities: navigating cycles, risks and opportunities