MI130: Are Emerging Markets Undervalued? w/ James Fletcher

<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong></p><ul><li>05:31 - What ESG investing is, and why it’s a focus of James’ fund.</li><li>19:09 - Whether ESG investing enhances, or hinders long-term returns.</li><li>21:10 - What emerging markets are, and why James believes that emerging markets are undervalued.</li><li>26:14 - What emerging markets James’ fund invests in.</li><li>42:13 - How James thinks about the role of cash in a portfolio.</li><li>And much, much more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>EPISODE RESOURCES</strong></p><ul><li>Robert and Clay’s tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Finance</strong></a>.</li><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:&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>.</li><li>Related Episode:&nbsp;<a href="https://www.theinvestorspodcast.com/millennial-investing/china-emerging-frontier-markets/" rel="noopener noreferrer" target="_blank"><strong>MI103: China, Emerging &amp; Frontier Markets w/ Kevin Carter</strong></a>.</li><li>Get a <a href="https://www.amazon.com/Audible-Free-Trial-Digital-Membership/dp/B00NB86OYE/?&amp;_encoding=UTF8&amp;tag=millenniali0e-20&amp;linkCode=ur2&amp;linkId=1c34937c3747cd4044bdc87a7823c82f&amp;camp=1789&amp;creative=9325" rel="noopener noreferrer" target="_blank"><strong>FREE audiobook from Audible</strong></a>.</li>