The debate around China versus India has been a biggest party in town lately, as far as emerging markets are concerned.
In this week's podcast, which is sponsored by Artemis, Joseph Wilkins and David Thorpe are joined by Will Bartleet, chief investment officer at Pacific Asset Management, who has a higher exposure to emerging markets than his peers, to discuss his views on the region.
They also discuss his large exposure to global equity funds and how he uses alternatives.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
It is available on Spotify, Apple Podcasts, Google Podcasts, Acast and most other major podcast platforms.
