DiscoverTalking CapitalEmerging Market Equities: opportunities, risks and investment strategies
Emerging Market Equities: opportunities, risks and investment strategies

Emerging Market Equities: opportunities, risks and investment strategies

Update: 2025-10-02
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Description

In this episode, Ian and Robert discuss emerging market equities from a macro perspective:

  • Market overview: how have emerging market equities performed over the past year and how do we classify them?
  • Portfolio context: what is their role in portfolios and what are the risks?
  • Investment strategy: what are the pros and cons of active vs passive approaches?

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Emerging Market Equities: opportunities, risks and investment strategies

Emerging Market Equities: opportunities, risks and investment strategies