Technical CompetenceClient Care & PracticeReg Compliance & Consumer ProtectionProfessionalism and Ethics
0.80 CPD Pts
Complete the quiz to earn 0.80 CPD Points
Podcast
Investment Podcast 14 – Emerging Markets
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Quiz
The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.80 CPD points.
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1. What is a primary benefit of including emerging markets in a portfolio?
2. What factor is typically a headwind for emerging market investments?
3. How does Morningstar’s valuation-driven asset allocation approach help advisors?
Quiz Results: 0/3 (0%)
Question 1:Correct
Question 2:Correct
Question 3:Correct
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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