Investment Thinking Episode 35 - interview with Fergus Argyle and Mark Asquith of Somerset
Update: 2020-11-25
Description
I am trying a different format this week. Instead of interviewing a fund manager (or strategist), I've had a conversation with two members of the Somerset investment team focusing on two specific themes: inflation and sustainable investment as they relate to the opportunities in emerging markets. In both respects, the impact in emerging markets is different to developed markets.
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