Better conversations. Better outcomes. | Presented by BMO Global Asset Management

38 BRIC and mortar: building long-term outcomes with emerging markets


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For many, emerging and frontier markets are nothing more than a misunderstood high risk, high reward slice of a well-diversified portfolio. Our guest in this episode helps explain that the opportunity in these markets ultimately reflects the basics of investing: buy part of a company that you think will grow in the long term (long term meaning 5 to 10 years, not just 1 or 2).

Thomas Vester and the team at LGM Investments have made it their lives’ work to find investable companies in emerging and frontier markets, many of which are providing basic staples – like milk and beer – to a low-middle income consumer base. They invest not for the potential to own large global conglomerates, but instead for the potential for steady growth in their own country or region. This episode will provide an overview of the opportunities in this asset class, why investors may be looking to these markets for growth, and how to navigate the risks and there are several.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/bric-mortar-building-long-term-outcomes-with-emerging-markets/.

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Better conversations. Better outcomes. | Presented by BMO Global Asset ManagementBy Ben D. Jones and Emily Larsen with BMO Global Asset Management

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