Citywire: The Selection Show

Hakan Kaya, who runs the Neuberger Berman Commodities Fund, said earlier this year the demand on resources created by the green energy transition could drive a boom in commodity costs that could see prices of key minerals like copper increase eightfold. 

 

He sat down with Selector news editor Ian Heath to discuss the emerging commodities super-cycle, which minerals are likely to be needed most for the energy transition and how investors should play the trend.

Guiness Global Investors’ Sharukh Malik spoke to Selector news editor Ian Heath about how he gets the inside story on the world’s second largest economy, including by learning Mandarin and following Chinese social media, which the Asia-focussed PM said is not as restricted as you might think. 

 

Other topics discussed included whether China can re-stimulate its sluggish economy, the condition of its troubled property market and how China’s economy will continue to mature.

Citywire AAA-rated Kamil Dimmich explained to Selector’s news editor Ian Heath how he operates as a value investor in growth-dominated emerging markets and why his fund is 45% invested in Greater China.

The Pacific North of South portfolio manager, who oversees investments in more than 30 emerging markets, also discussed how you can make money with ‘value traps’ and where his favourite hunting grounds for investment have been over the years.

Ninety One’s Werner Guy van Pittius joins Citywire Selector’s Krystle Higgins to discuss his top plays, China’s slow rebound, and the impact increasingly hawkish US policy has on emerging market flows.

LGIM’s Andrzej Pioch, John Roe and Francis Chua dropped into Citywire’s Vauxhall studios to talk about how their multi-index fund range can offer easy access to the diversification investors need at a time of heightened volatility.

 

The trio also discussed which assets they think are most appealing at this time of uncertainty and addressed an age-old question: which is better, active or passive investing?

PODCAST: GMO’s Tina Vandersteel and Carl Ross join Citywire Selector’s Krystle Higgins to discuss how emerging markets can leverage a banking crisis, and recession. As well as their outlook for local currencies, and the possibility of China’s struggling Belt and Road project driving countries into distressed debt.

LONDON: In the latest episode of EM Insider, Raphael Kassin explains why he feels optimistic about Nigeria as an investment opportunity despite concerns around how the presidential elections could impact its credit conditions.

Redwheel’s John Malloy and Citywire’s Krystle Higgins discuss how he managed 2022, and what lessons can be learned from what was an unprecedented year of volatility within the markets.

‘Our position on China lost us money this year, but we think Chinese equities are at an inflection point.’

In the latest episode of this series, outperforming EM equities portfolio manager, John Malloy, and Citywire Selector’s Krystle Higgins discuss how Malloy protected his portfolio throughout 2022.

As well as his views on China’s role in EM equities. Along with what he views as some of the biggest risks and opportunities for the asset class next year, and why he does not believe China will invade Taiwan.

FOMO fears. ESG anguish. Turning musicology into automation-led investing. These are just three of the many topics our various podcasts touched upon this year. In this look back, you can hear how heavyweights such as Jeremy Grantham have shaped their strategies, as well as what the emerging world has done to combat inflation. This is The Selection Show: A Year in Review.

Ninety One’s Juliana Hansveden and Citywire’s Krystle Higgins discuss navigating negative externalities and ESG issues within sustainable EM investing.

‘Sustainability within EM means identifying growth opportunities and the risks attached.’

In the latest episode of this series, EM sustainable equities portfolio manager, Juliana Hansveden, and Citywire Selector’s Krystle Higgins discuss how Hansveden dealt with the volatility within EM markets in 2022. As well as her views on human rights issues and ESG within an EM context. Along with how to decide between engaging and divesting from a company with negative externalities such as forced labour or a poor environmental record.