National Bank Investments
Home Products
Price and performance
Firms and managers
Expert insights
Regulatory documents
About us

Emerging markets: trends, opportunities & ESG

February 26, 2021 by Terry Dimock


podcast episode

Why invest in emerging markets now? What are the current trends and opportunities? And why the integration of ESG factors is so important, especially in emerging markets? A two-part discussion with Paul Birchenough and Ian Smith of Newton Investment Management (North America) Limited.

listen via:

Read the transcription


Terry Dimock

Terry Dimock

Head Portfolio Manager, National Bank Investments

Terry Dimock Terry Dimock

With more than 20 years of experience within the investment industry, Terry Dimock currently holds the position of Head Portfolio Manager at NBI.  With the help of his team, his responsibilities include effective oversight of asset allocation and portfolio manager selection for all of NBI’s mutual funds and managed product solutions; such as NBI’s Private Wealth Management, NBI Portfolios, and Meritage Portfolios


Ian Smith

Ian Smith

Équipe des actions – marchés émergents et asiatiques

Ian Smith Ian Smith

Ian était co-gestionnaire de portefeuille d'Axa Framlington sur les marchés émergents mondiaux. Auparavant, il a été analyste financier chez Matrix Group et Nevsky Capital. Ian a commencé sa carrière en faisant de la finance d'entreprise et des fusions et acquisitions dans plusieurs grands cabinets d'expertise comptable et banques d'investissement. Ian est un comptable agréé et est titulaire d'un diplôme en économie et en politique de l'Université de Durham.

Paul Birchenough

Paul Birchenough

Equity Team – Emerging and Asian Markets

Paul Birchenough Paul Birchenough

Prior to joining Newton, Paul was co-lead portfolio manager of Axa Framlington’s global emerging markets capabilities. Before that, he was a Latin America investment analyst at Nevsky Capital, where he met Ian Smith. Paul began his career at KPMG in the audit, transaction services and corporate finance teams covering the technology, media, and telecom (TMT) sector. Paul is a chartered accountant and attended the University of Nottingham where he studied mathematics.

Related podcasts

© 2021  National Bank Investments Inc. All rights reserved. Any reproduction, in whole or in part, is strictly prohibited without the prior consent of National Bank Investments Inc. Views expressed regarding a particular company, security, industry, market sector, future events (such as market and economic conditions), company or security performance, upcoming product offerings or other projections are the views of only the portfolio managers, as of the time expressed and do not necessarily represent the views of National Bank of Canada and its subsidiaries (the “Bank”). Any such view are subject to change at any time based upon markets and other conditions, which could cause actual results to differ materially from what the portfolio managers presently anticipate(s) or project(s). The Bank disclaims any responsibility to update such views. These views are not a recommendation to buy or sell and may not be relied on as investment advice. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments (the “Funds”). Please read the prospectus of the Funds before investing. The Funds’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Funds are not guaranteed, their values change frequently and past performance may not be repeated.