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October 02, 2025Emerging Market Equities: opportunities, risks and investment strategies29 minutesPlayIn this episode, Ian and Robert discuss emerging market equities from a macro perspective:Market overview: how have emerging market equities performed over the past year and how do we classify them?Portfolio context: what is their role in portfolios and what are the risks?Investment strategy: what are the pros and cons of active vs passive approaches?...moreShareView all episodesBy Capital Generation PartnersOctober 02, 2025Emerging Market Equities: opportunities, risks and investment strategies29 minutesPlayIn this episode, Ian and Robert discuss emerging market equities from a macro perspective:Market overview: how have emerging market equities performed over the past year and how do we classify them?Portfolio context: what is their role in portfolios and what are the risks?Investment strategy: what are the pros and cons of active vs passive approaches?...more
In this episode, Ian and Robert discuss emerging market equities from a macro perspective:Market overview: how have emerging market equities performed over the past year and how do we classify them?Portfolio context: what is their role in portfolios and what are the risks?Investment strategy: what are the pros and cons of active vs passive approaches?
October 02, 2025Emerging Market Equities: opportunities, risks and investment strategies29 minutesPlayIn this episode, Ian and Robert discuss emerging market equities from a macro perspective:Market overview: how have emerging market equities performed over the past year and how do we classify them?Portfolio context: what is their role in portfolios and what are the risks?Investment strategy: what are the pros and cons of active vs passive approaches?...more
In this episode, Ian and Robert discuss emerging market equities from a macro perspective:Market overview: how have emerging market equities performed over the past year and how do we classify them?Portfolio context: what is their role in portfolios and what are the risks?Investment strategy: what are the pros and cons of active vs passive approaches?