Developing markets, defence spending and drivers of growth: PWM Tea Break
Jacqueline Broers, portfolio manager of the Utilico Emerging Markets Trust, talks to PWM over a cup of her favourite English breakfast tea, discussing investments in the megatrends which are reshaping the developing world.
Major market shifts around energy security and renewables, which emerged after Russia's invasion of Ukraine, are now accelerating, with president Donald Trump ripping up the global order and spurring the movement of capital away from the US. Ms Broers tells PWM's Yuri Bender and Ali Al-Enazi about how emerging markets are benefiting from geopolitical realignments and increasingly driving global growth as volatility increases.
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