Emerging Markets with JPMorgan: Fair Value but Still an Opportunity

Podcast
Views & insights

In this week’s Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Richard Titherington, the CIO of Emerging Markets at JPMorgan Asset Management.

Share

21 March 2019 | 31 minute listen

In this week’s Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Richard Titherington, the CIO of Emerging Markets at JPMorgan Asset Management. No surprises then, that the conversation covers the fortunes for the asset class, attempting to uncover where the best opportunities lie, as well as the risks. The debate covers a lot ground with comments on the Chinese economic plan, trade tensions, the dollar, the rise of EM Internet Giants, Samsung and more.

You may be interested in

Dan Carter on Japanese Politics

Podcast 35 minute listen
Dan Carter on Japanese Politics

Chuka Umunna: ESG from Big Ben to big banks

Podcast 27 minute listen
Chuka Umunna: ESG from Big Ben to big banks

A strong, but still not crowded rally

Podcast 25 minute listen
A strong, but still not crowded rally

The value of investments and any income from them can fall and you may get back less than you invested.