James Whelan, Investment Manager, Head, Global Macro Fund, VFS Group
The world is emerging from the Covid fog but the new question is not only “how much is already priced in to markets?” It is also “when things get back to normal who will gain the most?”
The Emerging Market potential is enormous and the chances to profit are the same. However even if things go right for the Emerging Market economy the usual markets may not follow suit. James finds a way to turn the odds more in the investors favour by assessing what could go right, what could go wrong and what should benefit regardless.
James will run through each major market’s pros and cons and look at the key funds to watch that will help investors gain the best outcome.