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In this episode hosts Dan Mikulskis and Mary Spencer invite Anais Caldwell-Jones, investment consultant at LCP, to talk about emerging markets. 

They discuss

• What’s the case for emerging markets investment today?
• What are emerging markets really and do they emerge?
• Where did the name “emerging markets” come from and when was it first coined?
• What we look for in the managers we research and rate highly
• What performance themes we’ve seen in Q1 in emerging markets, direct and indirect effects of covid19?
• Why emerging market companies generally score worse on environmental, social and governance metrics

Useful links referred to in our podcast this week

• Origin story of the name “Emerging Markets”
• Factfulness by Hans Rosling
• Brexit: The Uncivil War (recommendation)

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Each LCP investment uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.​