DiscoverKepler Trust Intelligence PodcastMarket Matters with Emily Fletcher from BlackRock Frontiers
Market Matters with Emily Fletcher from BlackRock Frontiers

Market Matters with Emily Fletcher from BlackRock Frontiers

Update: 2025-10-29
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Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios.This month's guest is Emily Fletcher, manager of the BlackRock Frontiers trust, who has extensive experience in emerging and frontier markets.


In this month’s episode, we discuss a range of topics including the investment case for frontier market, managing geopolitical risk and the most compelling opportunities across the region.


00:00 Introduction

00:30 Background to asset management

01:38 What are frontier markets?

02:40 Most compelling opportunities 

06:06 Thoughts on volatility of frontier markets

08:44 Insights from visits

10:34 Managing geopolitical risk

12:46 Consumer growth opportunities

15:55 Outlook for frontier markets

17:01 Best piece of investment advice 

17:48 Risk warning


Please note that this podcast was recorded on 22 October 2025.

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Market Matters with Emily Fletcher from BlackRock Frontiers

Market Matters with Emily Fletcher from BlackRock Frontiers

Kepler Partners