logo
episode-header-image
Feb 2025
1h 10m

Christine Phillpotts on Investing in Eme...

Bloomberg
About this episode

Barry speaks with Christine Phillpotts, Portfolio Manager for Ariel Investments’ emerging markets value strategies. She is also Senior Research Analyst for Consumer and Real Estate across Asia, Latin America, Middle East and Eastern Europe. She also covers all sectors in Africa. She spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging markets. Christine also helped launched the ‘Next 50 Emerging Markets Fund’, AllianceBernstein’s Frontier fund. She also worked as JPMorgan Asset Management equity research associate for US Tech. On this episode, Barry and Christine discuss her path through finance, the structural differences in emerging markets, and the latest market trends.

See omnystudio.com/listener for privacy information.

Up next
Nov 21
The Art of Spending Money with Bestselling Author Morgan Housel
<p>Barry sits down with New York Times Bestselling author of The Psychology of Money, The Art of Spending Money, and Same As Ever. They discussed different sections of market cycles and the psychology of money. Morgan also discussed the role of innovation and financial growth in ... Show More
1h 17m
Nov 20
Special Edition: Nobel Prize Winner Richard Thaler Live from the Economic Club of New York
<p>On this special edition of Masters in Business, Barry speaks with Nobel Prize winning economist Richard Thaler, along with Alex Imas, Professor of Behavioral Science, Economics, and Applied AI at the University of Chicago Booth School of Business about their book, "The Winner' ... Show More
1 h
Nov 14
Getting Earnings Right with Deutsche Bank's Binky Chadha
<p>Barry speaks with Binky Chadha, Chief US Equity &amp; Global Strategist at Deutsche Bank Securities. They discuss Binky's time with the IMF and his role at Deutsche Bank as an equity strategist. They also discussed making asset allocations and market cycles.</p><p>See <a href= ... Show More
1h 18m
Recommended Episodes
Oct 2024
Investing in the European Market Over the US?
<p>This week, Sim and Maia dive into whether it's smarter to invest in European markets or stick with the US market. They compare the performance of the S&amp;P 500 and Europe's leading stock indices, highlighting how the US has outperformed in recent years, while European market ... Show More
23m 29s
Dec 2024
Top of the Morning: Emerging Markets in the Roaring 20s
Our series of year ahead conversations continue with a look at expectations for emerging market assets in 2025, including equities, bonds, and currencies. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Danie ... Show More
12m 4s
Oct 16
U.S. exceptionalism and developed markets
In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management. Together, they unpack the latest findings from the Strategic Investment Advisory Group, focusing on the ... Show More
27m 39s
Nov 2024
109. ETFs 101 with Brian Weinstein, Head of Global Markets at Morgan Stanley Investment Management
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>You&apos;ve probably heard of <b>Exchange</b> <b>Traded</b> <b>Funds</b> (<b>ETFs</b>) before.  You may even own shares in some.  But do you <em>actually</em> kn ... Show More
1h 16m
Dec 2024
Nasdaq CEO: Tech Innovation, Leadership and Fighting Financial Crime
<p>Meet the woman leading the exchange where $30 trillion in market value trades. Adena Friedman takes us behind the scenes at Nasdaq, revealing how this iconic institution is reshaping global finance through technology. Discover how Nasdaq is fighting trillion-dollar financial c ... Show More
38m 54s
May 2025
Why emerging markets could keep rallying
What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. This episode ... Show More
9m 14s
Jun 2025
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
25m 49s
Jul 2024
David Herro and Rajiv Jain: Should US Investors Renew Their Passports?
<p>And we are thrilled to have with us today two fabulous investors in global equities. David Herro is here from Harris Associates. He is a longtime portfolio manager at Oakmark International and Oakmark International Small Cap. Rajiv Jain, to David’s left, is here from GQG Partn ... Show More
52m 44s
Jun 2025
Talking Heads – What’s new in thematic investing? Check out our Barometer
Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global survey of decision makers. Discussing this year’s results with Chief Market Strategist Daniel Morris, Christopher Dunn, Head of Inv ... Show More
8m 13s
Apr 2025
Aswath Damodaran, Investing in Uncertainty
Compared to Turkey, the United States is an ocean of stability. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Analyst Matt Argersinger caught up with Damodaran for our Market Playbook Summit. T ... Show More
35m 50s