Episode 38 : 10/04/2017

BRIC and mortar: Building long-term outcomes with emerging markets

frontier emerging markets banner

Thomas Vester, CFA

Chief Investment Officer and Portfolio Manager
LGM Investments

Hosts:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Emily Larsen
Product Strategy Manager
BMO Global Asset Management

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Thank you for your interest. We look forward to helping enhance your client conversations.

BRIC and mortar: building long-term outcomes with emerging markets

For many, emerging and frontier markets are nothing more than a misunderstood high risk, high reward slice of a well-diversified portfolio. Our guest in this episode helps explain that the opportunity in these markets ultimately reflects the basics of investing: buy part of a company that you think will grow in the long term (long term meaning 5 to 10 years, not just 1 or 2).

Thomas Vester and the team at LGM Investments have made it their lives’ work to find investable companies in emerging and frontier markets, many of which are providing basic staples – like milk and beer – to a low-middle income consumer base. They invest not for the potential to own large global conglomerates, but instead for the potential for steady growth in their own country or region. This episode will provide an overview of the opportunities in this asset class, why investors may be looking to these markets for growth, and how to navigate the risks and there are several.

In this episode:

  • How emerging markets are expanding
  • How to tackle currency issues
  • The health of emerging markets today
  • Global issues that affect these markets
  • How to assess business risk
  • A different view on investment time horizons

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Investing internationally, especially emerging markets, involves additional risks such as currency, political, accounting, economic, and market risk.

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