Portfolio Manager Peter Lampert dives into the world of emerging markets, sharing what's changed for the portfolio since last year, insights on where we're seeing new opportunities (e.g., Brazil), and the impact of geopolitical risks in Eastern Europe. He also explores why we've reduced our weight and exposure in China and what a slowdown in emerging markets might mean for investors.

Key Points from this Episode:

• Main drivers behind the portfolio's rebound in performance from 2022

• New additions from Brazil: Petro Rio, GPS, XP

• China's increased risk profile and potential implications for emerging markets

• Softening demand and slowing global growth

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Mawer Investment Management