Co-hosts Kirsten Longbottom and Cameron Brandt invited R. Burns McKinney, Managing Director and Senior Portfolio Manager/Analyst at NFJ Investment Group, to discuss key themes and investor sentiment shifts taking place in Emerging Markets (read more on Emerging Markets in our latest Global Navigator).
Investors have viewed Emerging Markets with a “glass half full” approach so far this year despite alarming headwinds for key actors. From the growth story and strong sector flows in China to the production of metals in Latin America to the expectation of India to break free of the pack, we cover it all in this episode.
Listen in and email us at podcast@epfr.com with questions, or contact us if you want more information on the Fund Flows and Asset Allocations data we track.