Countries in Asia make up the top echelon of the BI Emerging Markets Scorecard, based on factors such as price performance, breadth and fundamentals. In this episode of Bloomberg Intelligence’s Inside Active podcast, host David Cohne, BI mutual fund and active management analyst, and co-host Marvin Chen, BI senior Asia equity strategist, speak with Sean Taylor, chief investment officer of Matthews Asia and portfolio manager for the Matthews Emerging Markets Equity Active ETF (MEM). They discuss the firm’s four-stage process of evaluating countries and Matthews’ portfolio-construction system that looks at marginal contribution of active risk. They also talk about the impact of AI in Asia and the implications of US Federal Reserve policies on emerging markets.

<p>Countries in Asia make up the top echelon of the BI Emerging Markets Scorecard, based on factors such as price performance, breadth and fundamentals. In this episode of Bloomberg Intelligence’s Inside Active podcast, host David Cohne, BI mutual fund and active management analyst, and co-host Marvin Chen, BI senior Asia equity strategist, speak with Sean Taylor, chief investment officer of Matthews Asia and portfolio manager for the Matthews Emerging Markets Equity Active ETF (MEM). They discuss the firm’s four-stage process of evaluating countries and Matthews’ portfolio-construction system that looks at marginal contribution of active risk. They also talk about the impact of AI in Asia and the implications of US Federal Reserve policies on emerging markets.</p>

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

<p>Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.</p>

Inside Active by Bloomberg Intelligence

Matthews’ Taylor on AI in Asian Emerging Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c9851562-2146-47ed-974e-b203010ce565/transcript

Advertisement