Acceleration of urbanisation
Xavier Hovasse, head of emerging market equities and fund manager at Carmignac, dives into emerging market equities - ESG
Andrew Ness, a portfolio manager at Templeton Emerging Markets Investment Trust, dives into emerging market equities - ESG
Alpha-focused strategies well placed
Silvia Dall’Angelo, senior economist at the international business of Federated Hermes, dives into US equities
David Coombs, head of multi-asset investments at Rathbones, dives into US equities
Focus on well-managed companies with strong balance sheets