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How the green wave is influencing emerging markets

  •   RWC
  •   18 January 2022
  •      
  •   

Portfolio Manager John Malloy explores the opportunities in emerging markets with a look at China – specifically addressing why he holds a positive view on the outlook for the region, despite the challenges that it has faced over the last 12 months. John touches on the emerging market credit cycle, the impact of low rates and how that may change over the coming years with respect to inflation and provides some further thoughts on the continued technology disruption within these markets. John shared these insights during a recent investor webinar held on 24 November 2021.

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  •   18 January 2022
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