EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management The Portfolio Construction Podcast

For some, emerging markets remain one of the most mispriced asset classes globally, providing ample opportunities for outperformance, but it is important to properly evaluate the risks before investing.
In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth interviews Ross Cameron, Portfolio Manager, Emerging Markets at Northcape Capital, they discuss emerging markets and which ones have his attention this year and why, and those he’s avoiding in 2024.