In this insightful episode of the Money Wise UK Podcast, George Ladds is joined by Kunal Desai, co-fund manager of the Emerging Markets Active Engagement Strategy at GIB Asset Management. They cut through the noise to discuss why emerging markets deserve more attention in today’s globalportfolios. From political risk to valuation opportunities, from sustainable investing to bespoke engagement strategies — this episode is packed with practical insights, real examples, and powerful ideas.

Key themes include:

• Why emerging markets remain underrepresented in global portfolios despite driving global GDP growth
• How GIB’s “PACE” framework identifies hidden value through active engagement
• The case for blending passive and active strategies in emerging markets
• A candid discussion on corruption, fragility, and the misunderstood risk of concentrated investing

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Books:

Michael J Mauboussin – Expectations Investing

Ayn Rand – Atlas Shrugged

Learn more: GIB Asset Management

Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to afinancial adviser. Past performance does not guide future returns; investments can fall and rise. Any mention of a company is not a recommendation.