EM outlook: deep discounts and heightened diversity provide a rich hunting ground episode artwork

EPISODE · Nov 30, 2022 · 19 MIN

EM outlook: deep discounts and heightened diversity provide a rich hunting ground

from Ninety One | The Big Picture

Fear was a key driving force of investor behaviour in 2022. This resulted in some major dislocations of asset prices relative to fundamentals. Active investors should look to harness these, explain Werner Gey van Pittius, Victoria Harling and Archie Hart. Hosted on Acast. See acast.com/privacy for more information.

Fear was a key driving force of investor behaviour in 2022. This resulted in some major dislocations of asset prices relative to fundamentals. Active investors should look to harness these, explain Werner Gey van Pittius, Victoria Harling and Archie Hart. Hosted on Acast. See acast.com/privacy for more information.

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EM outlook: deep discounts and heightened diversity provide a rich hunting ground

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Fear was a key driving force of investor behaviour in 2022. This resulted in some major dislocations of asset prices relative to fundamentals. Active investors should look to harness these, explain Werner Gey van Pittius, Victoria Harling and Archie...

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