Why invest in emerging markets? Fund manager who returned 60% in a year tells the Investing Show his best ideas
Emerging markets have been shunned in recent years after once being the investment world’s hottest property.
But while emerging markets may be seen as risky, they are cheap and have great prospects, argues Carlos Hardenberg of Templeton Emerging Markets Trust.
He joins us on the Investing Show to explain where in the world he thinks the best places and companies to invest in can be found.
He also reveals how the trust has returned 64 per cent for investors over the past 12 months, compared to an AIC sector average of 47 per cent.
He also explains how he is investing to tackle the new world of US President Donald Trump and avoid the risks some of his policies pose for the emerging world.
Meanwhile, in the first part of this week’s show, Simon Lambert, of This is Money, Richard Hunter, of Wilson King, IM and Nick Batsford, of TipTV, discuss the investments than can benefit from rising inflation and whether Wall Street is a buy at its record high.