
Exploring Emerging Markets & Sustainable Investments with Pablo Berrutti
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About this listen
Join host Michelle Baltazar as she chats with Pablo Berrutti, senior portfolio specialist at Stewart Investors, about emerging market investment opportunities and their main growth drivers. Berrutti also explains why Samsung, Wallmex and Bank of the Philippine Islands are featured in their portfolios and why mid-cap US companies offer good value for investors.
00:57 Guest introduction: Pablo Berrutti
01:26 Stewart Investors: Under the bonnet
03:50 Investment strategies and criteria
06:47 What's driving global emerging markets
09:18 Stocks to watch
16:55 US companies riding on sustainability trends
21:12 DEI-washing: Why it's good for investors
This podcast uses the following third-party services for analysis:
OP3 - https://op3.dev/privacy
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