Q&A with Aberdeen Standards Senior Investment Manager, Andrew Lister
After delivering ‘index beating’ returns over the past 20 years, Andrew Lister of Aberdeen Standard Investments discusses the secrets of his fund’s success in Emerging Markets. Topics discussed include:
1) Outlook for EMs (start)
2) Attractive L/T total returns from #AEMC (04:38)
3) Scale of the asset class. (08:08)
4) Best way to access EMs (10:33)
5) Pros & cons of investing in:
· China (16:08)
· India (29:53)
· Brazil (33:48)
· Russia (35:33)
· Vietnam (39:23)
6) How the Covid reopening may pan out across EMs. (28:20)
7) What is meant by a frontier market? (40:45)
8) How could a weaker dollar affect EMs? (42:13)
9) Preferred asset class (46:53).
10) How to have your ‘cake & eat it’. (48:33)
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