MI130: Are Emerging Markets Undervalued? w/ James Fletcher

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.

EPISODE RESOURCES

Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance. Check out Ethos Investment Management. Check out Young Investors Society. Related Episode: MI029: Emerging Markets And Small-Cap Investing w/ James Fletcher. Related Episode: MI103: China, Emerging & Frontier Markets w/ Kevin Carter. Get a FREE audiobook from Audible. Check out our Investing Starter Packs about business and finance. Support our free podcast by supporting our sponsors.

Read this episode’s transcript and full show notes on our website.

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Connect with Clay: Twitter

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