After delivering ‘index beating’ returns over the past 20 years, Andrew Lister of Aberdeen Standard Investments discusses the secrets of his fund’s success in Emerging Markets. Topics discussed include:
1) Outlook for EMs (start)
2) Attractive L/T total returns from #AEMC (04:38)
3) Scale of the asset class. (08:08)
4) Best way to access EMs (10:33)
5) Pros & cons of investing in:
· China (16:08)
· India (29:53)
· Brazil (33:48)
· Russia (35:33)
· Vietnam (39:23)
6) How the Covid reopening may pan out across EMs. (28:20)
7) What is meant by a frontier market? (40:45)
8) How could a weaker dollar affect EMs? (42:13)
9) Preferred asset class (46:53).
10) How to have your ‘cake & eat it’. (48:33)
