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Trust Issues: Investing in emerging markets with JEMI’s Omar Negyal
Description
In this episode of Trust Issues, we speak to Omar Negyal, manager of JPMorgan Global Emerging Markets Income, about the investment case for emerging markets, including recent performance, current allocations, valuations in Taiwan and Korea and finding the most compelling opportunities across emerging markets.
00:00 Introduction
00:35 Fund objective
01:55 Current allocations
03:32 Balancing income with capital growth
04:28 Evaluating opportunities
06:36 Avoiding value trips
08:14 Importance of dividends
08:57 Evolution of emerging markets
10:15 Valuations in Taiwan and Korea
12:24 Assessing AI opportunities
13:15 Income credentials of emerging markets
16:07 Thoughts on performance
17:48 Managing downside risk
19:06 What differentiates JEMI
20:54 Most compelling opportunities
22:17 Outlook for next year
23:45 Further information
23:59 Risk warning
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Please note that this podcast was recorded on 22 September 2026.