Investment Opportunities: dispersion, Emerging Markets and commodities

Update: 2025-02-07

Description

In this episode, Ian and Robert discuss:

Dispersion: what does it mean in a financial context when does it represent an investment opportunity?
Emerging Markets: why are EM equities appealing right now, and how is China influencing them?
Commodities: what is the current opportunity set and are gold miners still an attractive opportunity?

Comments

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Investment Opportunities: dispersion, Emerging Markets and commodities

#box-pro-ellipsis-175973027050583{-webkit-line-clamp:2;}Investment Opportunities: dispersion, Emerging Markets and commodities

Investment Opportunities: dispersion, Emerging Markets and commodities

Investment Opportunities: dispersion, Emerging Markets and commodities