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MI Rewind: Are Emerging Markets Undervalued? w/ James Fletcher

MI Rewind: Are Emerging Markets Undervalued? w/ James Fletcher

Episode 459 Published 3 years, 1 month ago
Description

Clay Finck chats with James Fletcher all about ESG investing and emerging markets. James Fletcher is the founder of Ethos Investment Management and the founder of the global non-profit, Young Investors Society.


IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

09:10 - What ESG investing is, and why it’s a focus of James’ fund.

16:29 - Whether ESG investing enhances, or hinders long-term returns.

22:30 - What emerging markets are, and why James believes that emerging markets are undervalued.

27:34 - What emerging markets James’ fund invests in.

44:53 - 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.


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Connect with James: Website | LinkedIn

Connect with Clay: Twitter


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