In this episode, Michelle begins with an overview of the top stories impacting emerging markets. She covers Itau Asset Management's establishment of a new emerging-market desk and their leadership strategies. The episode delves into the effects of Federal Reserve interest rate cuts on emerging market equities. Michelle discusses leadership changes and strategic enhancements at Manulife Investment Management and highlights Voya Investment Management's upcoming webcast. The episode also examines Fidelity Emerging Markets Limited's share repurchase transaction and its strategic implications. The discussion concludes with closing remarks and a reminder about subscription options.
(0:00) Introduction and overview of top stories
(0:48) Itau Asset Management's new emerging-market desk and leadership strategies
(2:08) Federal Reserve interest rate cuts impact on emerging market equities
(3:21) Manulife Investment Management's leadership changes and strategic enhancements
(5:25) Voya Investment Management's upcoming webcast details
(7:35) Fidelity Emerging Markets Limited's share repurchase transaction and strategic impact
(10:15) Closing remarks and subscription reminder