Merryn Somerset Webb and senior reporter John Stepek reflect on Asante’s assessment of the current EM landscape, debate his argument for choosing India over China as a place to invest and how he chooses what companies to put his money behind. 

Merryn Somerset Webb and senior reporter John Stepek reflect on Asante’s assessment of the current EM landscape, debate his argument for choosing India over China as a place to invest and how he chooses what companies to put his money behind.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money

The Jonathan Asante Aftershow

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Emerging markets have had a strong year, but much of that performance has been driven by a handful of AI-linked stocks. Merryn Somerset Webb speaks with Neuberger portfolio managers Vera German and Juan Torres about where they’re finding value away from the crowded trade — from China and Brazil to Mexico, Kenya and Uzbekistan — and why they think some of the best opportunities are hiding far from the index.

Emerging markets have had a strong year, but much of that performance has been driven by a handful of AI-linked stocks. Merryn Somerset Webb speaks with Neuberger portfolio managers Vera German and Juan Torres about where they&rsquo;re finding value away from the crowded trade &mdash; from China and Brazil to Mexico, Kenya and Uzbekistan &mdash; and why they think some of the best opportunities are hiding far from the index.

The Emerging Markets Everyone Else Is Missing 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/beb69ffd-498c-44cf-a6d0-b4fc0176f993/transcript

In this episode of Markets Wrap, Merryn Somerset Webb and John Stepek discuss the Bank of England’s latest rate hike, a record high for the FTSE 250 and the shrinking UK small-cap market. Plus, they look at the fallout from the US midterms and what it could mean for AI, data centres and markets.

In this episode of Markets Wrap, Merryn Somerset Webb and John Stepek discuss the Bank of England&rsquo;s latest rate hike, a record high for the FTSE 250 and the shrinking UK small-cap market.&nbsp;Plus, they look at the fallout from the US midterms and what it could mean for AI, data centres and markets.

Bad News Is Good News — Until It Isn’t

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/42a76c61-4164-4608-b5d7-b4f9012307dc/transcript

In the final episode of The Portfolio Reset, Merryn Somerset Webb and John Stepek answer listeners’ questions. They address when to rebalance, whether ready-made funds are really diversified, how to avoid investment regret, and whether the lessons of Warren Buffett, Ben Graham and Peter Lynch still hold up today.

In the final episode of The Portfolio Reset, Merryn Somerset Webb and John Stepek answer listeners&rsquo; questions. They address when to rebalance, whether ready-made funds are really diversified, how to avoid investment regret, and whether the lessons of Warren Buffett, Ben Graham and Peter Lynch still hold up today.

Episode 4: Your Questions On Rebalancing, Investment Gurus, And Ready-Made Portfolios Answered

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6dacf0fa-5ae4-44ac-a839-b4f7017e0c63/transcript

The Jonathan Asante Aftershow

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