MacDonald’s presentation at the FSA Investment Forum in Bangkok on September 26 was on “The resurgence of emerging markets”.
In the video, he discusses the type of EM companies the strategy avoids, managing liquidity and transparency concerns in EM and risks to equities given rising investor sentiment toward emerging markets.
Unmasking the dividend opportunity
Eastspring landing page
Healthcare’s innovation shifts into high gear
Accessing India’s tech future
Conditions in the high yield market
Taking a thematic approach to harness disruption
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
Your Questions Answered by Federated Hermes Impact Opportunities
Investors turn to real estate for alternative income
How can a sustainable approach also ensure you don’t compromise performance?
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
Part of the Mark Allen Group.
