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Trust Issues: Investing in frontier markets with BRFI’s Emily Fletcher
In this episode of Trust Issues, we speak to Emily Fletcher, manager of BlackRock Frontiers, about the investment case for frontier and emerging markets, including recent performance, portfolio allocations, navigating through geopolitical issue and the most exciting opportunities across the sector.
00:00 Introduction
00:38 How BRFI differs from other funds
02:24 What BRFI offers investors
03:52 Sourcing opportunities
05:37 Navigating geopolitical risk
11:44 Managing liquidity
13:06 Thoughts on performance
15:17 Income generation
16:51 Case for Saudi Arabia and the UAE
20:05 Balance of export v domestic growth
21:38 Exposure to smaller markets
23:38 Thoughts on current valuations
24:38 Key drivers over next year
25:28 Further information
25:46 Risk warning
Our latest note on BRFI - https://www.trustintelligence.co.uk/investor/articles?fund_id=12
BRFI website - https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-frontiers-investment-trust/trust-information
Please note that this podcast was recorded on 14 January 2026.
View all episodes
By Kepler PartnersIn this episode of Trust Issues, we speak to Emily Fletcher, manager of BlackRock Frontiers, about the investment case for frontier and emerging markets, including recent performance, portfolio allocations, navigating through geopolitical issue and the most exciting opportunities across the sector.
00:00 Introduction
00:38 How BRFI differs from other funds
02:24 What BRFI offers investors
03:52 Sourcing opportunities
05:37 Navigating geopolitical risk
11:44 Managing liquidity
13:06 Thoughts on performance
15:17 Income generation
16:51 Case for Saudi Arabia and the UAE
20:05 Balance of export v domestic growth
21:38 Exposure to smaller markets
23:38 Thoughts on current valuations
24:38 Key drivers over next year
25:28 Further information
25:46 Risk warning
Our latest note on BRFI - https://www.trustintelligence.co.uk/investor/articles?fund_id=12
BRFI website - https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-frontiers-investment-trust/trust-information
Please note that this podcast was recorded on 14 January 2026.