Global Emerging Markets – Market Update & Outlook for 2021

10 December 2020

Tom Pidgeon, Portfolio Manager for the Warakirri Global Emerging Markets Fund recently sat down to provide an update on the global emerging markets.

In the video below, Tom provides a brief overview of how the Northcape investment team (underlying manager for the fund) construct their portfolio, stocks the team currently like and are avoiding and offers a market outlook for 2021.