Emerging and Asian markets, especially those with a positive earnings proposition, are once more attracting attention.
Thank you to everyone who attended the live event on Wednesday 22 February. Overleaf, you'll find the full recording of the event and transcript. The chapters listed below cover a few highlights of what turned out to be a lively and fascinating discussion:
A Period of ChangeCost of CapitalGeopoliticsAsset AllocationOur Emerging Markets and Asia Strategies
Click here for more information about our emerging market and Asia strategies.
Luke BridgesHead of Institutional, UK, Europe and Asia