Art Of Boring

Portfolio Manager Peter Lampert dives into the world of emerging markets, sharing what’s changed for the portfolio since last year, insights on where we’re seeing new opportunities (e.g., Brazil), and the impact of geopolitical risks in Eastern Europe. He also explores why we’ve reduced our weight and exposure in China and what a slowdown in emerging markets might mean for investors.      Key Points from this Episode:   Main drivers behind the portfolio’s rebound in performance from 2022   New additions from Brazil: Petro Rio, GPS, XP    China’s increased risk profile and potential implications for emerging markets    Softening demand and slowing global growth      Links:   Mawer Investment Management