MI Rewind: Are Emerging Markets Undervalued? w/ James Fletcher

<p>Clay Finck chats with James Fletcher all about ESG investing and emerging markets. James Fletcher is the founder of Ethos Investment Management and the founder of the global non-profit, Young Investors Society.</p><p><br></p><p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><p>00:00 - Intro</p><p>09:10 - What ESG investing is, and why it’s a focus of James’ fund.</p><p>16:29 - Whether ESG investing enhances, or hinders long-term returns.</p><p>22:30 - What emerging markets are, and why James believes that emerging markets are undervalued.</p><p>27:34 - What emerging markets James’ fund invests in.</p><p>44:53 - How James thinks about the role of cash in a portfolio.</p><p>And much, much more!</p><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Check out <a href="https://ethosinvest.com/" rel="noopener noreferrer" target="_blank"><strong>Ethos Investment Management</strong></a>.</li><li>Check out <a href="https://yis.org/" rel="noopener noreferrer" target="_blank"><strong>Young Investors Society</strong></a>.</li><li>Related Episode: Listen to&nbsp;<a href="https://www.theinvestorspodcast.com/millennial-investing/mi029-emerging-markets-and-small-cap-investing-with-james-fletcher/" rel="noopener noreferrer" target="_blank"><strong>MI029: Emerging Markets And Small-Cap Investing w/ James Fletcher</strong></a>, or watch the <a href="https://www.theinvestorspodcast.com/millennial-investing/mi029-emerging-markets-and-small-cap-investing-with-james-fletcher/" rel="noopener noreferrer" target="_blank"><strong>video</strong></a>.</li><li>Related Episode: Listen to&nbsp;<a href="https://link.chtbl.com/MI103" rel="noopener noreferrer" target="_blank"><strong>MI103: China, Emerging &amp; Frontier Markets w/ Kevin Carter</strong></a>, or watch the <a href="https://www.theinvestorspodcast.com/millennial-investing/china-emerging-frontier-markets/" rel="noopener noreferrer" target="_bl