Investment Podcast 14 – Emerging Markets

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Podcast

Investment Podcast 14 – Emerging Markets

Quiz

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Complete the quiz to earn 0.80 CPD points.

1. What is a primary benefit of including emerging markets in a portfolio?

Access to global champions and diversification opportunities
Higher risk-adjusted returns without volatility
Guaranteed capital protection

2. What factor is typically a headwind for emerging market investments?

A weak US dollar
Strong US dollar and high interest rates
Low valuations in emerging markets

3. How does Morningstar’s valuation-driven asset allocation approach help advisors?

It guarantees positive returns regardless of market conditions
It identifies the best opportunities across asset classes
It avoids allocation to high-growth sectors

Details

In this episode, Host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar, to discuss emerging markets. With the US market experiencing AI driven record highs, fears of a pricing bubble continue to grow. Many emerging markets offer investors the chance to ride the tech wave but at much lower multiples, and this and other opportunities are put under the microscope in this engaging, informative, and wide ranging discussion. Accreditation Points Allocation: Technical Competence 0.4 Client Care and Practice 0.2 Regulatory Compliance and Consumer Protection 0.1 Professionalism and Ethics 0.1 Total CPD Points: 0.80

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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Investment Podcast 14 – Emerging Markets

Podcast

Investment Podcast 14 – Emerging Markets

Quiz

Details

Learning Outcomes

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