In conversation with Wasatch Global Investors, Emerging Markets Fund Manager | SJP
SJP's Senior Investment Consultant, Darren Johnson, met with Ajay Krishnan, a Portfolio Manager at Wasatch Global Investors, to discuss economic conditions and provide reassurance that long-term investment strategies remain strong. Find out how our fund managers add value to our portfolios and listen to Darren and Ajay as they respond to questions from our live audience.
They cover the following topics in the 51minute YouTube Video;
What was good in 2020, what was wrong in 2022, what to expect in the future.
What emerging markets (EM) company was hit worst by interest rates and the recent economic downturn?
How are the funds positioned for a semiconductor shortage?
How does that impact the tension around Taiwan?
What has changed in supply chains since the COVID-19 pandemic?
Which countries will benefit from the reconfiguration of supply chains?
How they navigate the complex political landscape currency fluctuations of EM countries and assess companies to invest in, to find great investments like “Weg it's an electric motor manufacturer now in Brazilian currency it compounded, at 29% but because the currency was depreciating in US dollar terms it has compounded at 18, and a half% and that's the adjustment we're trying to make in Brazil the currency.”
Weaponisation of the USD during the Ukraine War and the move away from the USD.
Emerging Markets and the effects of the USD on profits.
Banking Crisis and Potential US Recession, Verses emerging markets where India and Barzil are looking to cut interest rates sooner than in the US.
Investing in India and it’s potential, financialization, digitization, and industrialization.
Covid and the opportunities that it provided for quality companies.
Environmental, social corporate governance process in emerging markets.
It is important to remember that the value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can go down and up. You may get back less than you invested.
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