EPFR Exchange Podcast – The pros and cons of Emerging Markets featuring NFJ’s R. Burns McKinney

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.

Related Posts

1Q24 Recap Webinar

1Q24 Recap Webinar

EPFR’s CIO, Sayad Baronyan, and Research Director, Cameron Brandt, will dig into the data from 1Q24 and highlight areas that will play a role in shaping the market narrative during the second quarter.

Market Insights: GEM Ex-China

Market Insights: GEM Ex-China

Join us for our 20-min Market Insight call on GEM Ex-China, hosted by EPFR’s Research team; Cameron Brandt, Steven X. Shen, CQF and Kirsten Longbottom.

Equity Research Webinar

Equity Research Webinar

After a decade where a rising tide of liquidity lifted most equity markets, analyzing this asset class has rapidly become more complicated ats the Covid pandemic, Russia’s attack on Ukraine, rising inflation and tighter monetary policy have roiled global asset markets. In a 35-minute webinar on April 18, key members of EPFR’s research team will use the company’s datasets to illustrate how these factors are playing out at the geographic, asset class and single security levels.

Better, More Actionable Insights

Let us show you how EPFR can create value for your specific strategy