Join host Michelle Baltazar as she chats with Pablo Berrutti, senior portfolio specialist at Stewart Investors, about emerging market investment opportunities and their main growth drivers. Berrutti also explains why Samsung, Wallmex and Bank of the Philippine Islands are featured in their portfolios and why mid-cap US companies offer good value for investors. 

 

00:57 Guest introduction: Pablo Berrutti

01:26 Stewart Investors: Under the bonnet

03:50 Investment strategies and criteria

06:47 What's driving global emerging markets

09:18 Stocks to watch 

16:55 US companies riding on sustainability trends

21:12 DEI-washing: Why it's good for investors

This podcast uses the following third-party services for analysis:

OP3 - https://op3.dev/privacy