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Emerging markets: trends, opportunities & ESG

February 26, 2021 by Terry Dimock

NBI

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.


Read the transcription


host

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

guests

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.

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