Portfolio Manager Sam Polyak shares his outlook on emerging markets and government responses to economic obstacles. Sam sees strong recoveries in Korea and Taiwan, but notices that Latin America is suffering from the effects of the pandemic. India is in a difficult situation as the COVID-19 outlook worsens, but there are signs of improvements as evident across the emerging market landscape. Sam says there are very innovative companies coming out of Brazil. Mexico is benefitting from the China trade war because companies are near sourcing to Mexico. He also touches upon on the diversification of the fund in terms of different sectors and regions, while also looking at the economic outlook of Brazil, Russia, China, India, and South Africa.
Recorded on October 16, 2020