BVTV: A sign of the times – how political risk has become a DM not EM problem

By Charles de Quinsonas

We are kicking off the week with an emerging markets special on BVTV, as I talk all things EM with my equity market colleague Michael Bourke. Tune in to hear us discuss:

  1. What has been driving the positive EM momentum so far this year and what should investors look out for?
  2. Further signs of improving EM fundamentals in 2017
  3. The implications of the shift in political risk away from EM towards DM

 

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

Charles de Quinsonas

Job Title: Fund Manager

Specialist Subjects: Emerging markets, High Yield Corporate Credit, ESG

Likes: Burgundy wine, Geopolitics, Tennis, Chess

Heroes: Roger Federer, Maximus Decimus Meridius

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