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A Fresh Perspective on Emerging Markets

John Paul Lech, Portfolio Manager

April 29, 2020

John Paul Lech, Portfolio Manager

In emerging markets today, urban middle-class consumers are looking for the best goods and services that the world has to offer. The rise of consumers in developing countries has changed the game for long-term investors—a change that calls for fresh perspectives and new approaches. Portfolio Manager John Paul Lech reveals the framework he uses to identify high-growth, high-quality companies in emerging markets. 

 

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The views and information discussed in this video are as of the date of issue, are subject to change and may not reflect the presenters’ current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles.

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