WealthLeaders eXchange interview with Ross Cameron
23 September 2025
Ross Cameron, Portfolio Manager, Emerging Markets Equities at Northcape Capital, investment manager for the Warakirri Global Emerging Markets Fund, sits down with Tim Townsend, Director at WealthLeaders eXchange, to discuss the relationship between the USD and Emerging Markets (EM) and why a weaker USD is supportive for EM. Ross also shares his views on why taking an active approach is so vital in this asset class, to be able to take a selective approach to investing in the best EM sovereigns and companies.
Find out more about why now might be the time to consider an allocation to emerging markets equities.
Important Information
Recorded on 9 September 2025 and produced by WealthLeaders eXchange.
The information herein is re-published by Warakirri Asset Management Limited (ABN 33 057 529 370) (AFSL 246782) (Warakirri) and represents Northcape Capital Pty Ltd’s ABN 53 106 390 247 AFSL 281767 (Northcape) views on economic and market topics. The views and opinion of Northcape is provided for informational purposes only and does not take into account your personal objectives, financial situation or needs and does not constitute a recommendation to buy, sell, or hold any security, and should not be construed as investment advice. The views, and opinions expressed are believed to be accurate at the time of publishing and are subject to change without notice. While the information herein has been prepared with all reasonable care, Northcape and Warakirri accept no responsibility or liability for any errors, omissions or misstatements however caused. The economic and market forecasts presented herein are for informational purposes as at the date published. There can be no assurance that the forecasts will be achieved. Past performance is not a reliable indicator of future performance.
Northcape is the investment manager of the Warakirri Global Emerging Markets Fund (ARSN 642 392 863) that is issued by Warakirri. This information does not take into account an individual’s personal objectives, financial situation or needs, and is not an offer or solicitation to enter into an agreement. Investors should not rely on the information contained herein and should first refer to the Fund’s respective Product Disclosure Statement (PDS), Additional Information Booklet and the Target Market Determination (TMD) for a description of the target market and seek independent advice from their financial adviser. Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested. Information for the Fund is available at www.warakirri.com.au or by calling 1300 927 254.
