• Ballots that surpass borders: how will the US election shape emerging markets?
    Sep 21 2024

    In the latest episode of the Emerging Market Equities podcast, Nick Robinson sits down with Michael Langham to discuss the US election and what it means for emerging markets.

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    35 mins
  • State of Origin: EM elections, trade and inflation
    Jul 24 2024

    In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly. Discussing EM and US elections, and how these might affect various EM economies.

    Podcast was recorded on 10th July 2024

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    27 mins
  • Commodities: from light rock to heavy metals
    Jun 18 2024

    In the latest episode of the Emerging Markets Equities podcast, Ben Shrewsbury and Tiago Rodrigues join Nick Robinson to discuss their recent trip to Bank of America's annual metals and mining conference in Miami. Topics include their trip, copper performance, rally in gold prices and more.





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    28 mins
  • Investing in the key players in Asia’s energy transition: Emission Impossible?
    Apr 29 2024

    In the latest episode of the Emerging Markets Equities podcast, David Smith joins Nick Robinson to discuss Asia’s energy transition. Topics include measuring emissions, decarbonising Asia and abrdn’s framework for investing in companies leading the way towards net zero.

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    23 mins
  • Following cashflows from China to Chile
    Mar 27 2024

    In the latest episode of the Emerging Markets Equities podcast, Matt Williams is back on the podcast with Nick Robinson to talk all things income investing in emerging markets. Discussing his recent trip to South America, biggest learnings over the last 10 years and optimism in this investment landscape.

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    22 mins
  • Lotus blooming – will 2024 be an Indian summer?
    Jan 4 2024

    In the latest episode of the Emerging Markets Equities podcast, Nick is joined by James Thom to explore the opportunities in India. Discussing his recent trip to the region, politics and the green economy.

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    25 mins
  • A sit down with a frontiersman – how to invest and holiday in the new wild west
    Dec 5 2023

    In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Kevin Daly to explore the world of frontier markets. Discussing Kevin's experience managing a fund over the last 10 years, countries to watch out for and also holiday recommendations.

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    27 mins
  • Smoke Stacks to Chip Stacks - how EM is driving the next generation of infrastructure
    Nov 1 2023

    In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Pruksa Iamthongthong to evaluate the AI revolution within emerging markets. Discussing how emerging markets benefit, US export control rule and how this will impact China.

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    20 mins