InvestTalk with Paul Trainor, Sid Perumbedu and Aikya Investment Management

Podcast

Information for advice professionals only.

In this episode, Paul Trainor is joined by Ashish Swarup, Rahul Desai and Tom Allen (Portfolio Managers from Aikya Investment Management), as well as Sid Perumbedu (BT Investment Team). As inflation takes hold and central banks respond, we explore how the Emerging Markets asset class can add diversification to portfolio returns with EM specialists, Aikya. We also dig deeper into their risk management approach, some of the pitfalls EM investors may face, as well as views on important countries such as China.

You can also access this podcast via Soundcloud.

Access the latest in practice insights, market news and articles to help you grow your business.

This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.

Podcast

This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.

Podcast

This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.

Podcast

Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.