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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI130: Are Emerging Markets Undervalued? w/ James Fletcher
Description: IN THIS EPISODE, YOU’LL LEARN:
05:31 - What ESG investing is, and why it’s a focus of James’ fund.
19:09 - Whether ESG investing enhances, or hinders long-term returns.
21:10 - What emerging markets are, and why James believes that emerging markets are undervalued.
26:14 - What emerging markets James’ fund invests in.
42:13 - How James thinks about the role of cash in a portfolio.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES
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