Wealth DFM Talk
Wealth DFM Talk
Podcast Description
Wealth DFM Talk is the monthly podcast for UK wealth managers and DFMs.
Each month, we chat with leading voices in the industry exploring market movements, macro trends and how the latest thinking is impacting portfolio construction, risk and return.
Podcast Insights
Content Themes
The podcast focuses on market movements, macro trends, and the implications for portfolio construction, risk, and return. Specific episode examples include a deep dive into global market conditions with prominent figures like Columbia Threadneedle Senior Economist Anthony Willis, addressing topics such as US-China trade relations and opportunities in UK equities.
Wealth DFM Talk is the monthly podcast for UK wealth managers and DFMs.
Each month, we chat with leading voices in the industry exploring market movements, macro trends and how the latest thinking is impacting portfolio construction, risk and return.
Now live: Latest episode of the Wealth DFM Talk podcast explores relatively untapped opportunities across Asian and emerging market equities.
In this episode, hosts Sue Whitbread and Matt Williams are joined by Gabriel Sacks, Investment Director on the Global Emerging Markets Equities team at Aberdeen and Co-Manager of abrdn Asia Focus plc.
Gabriel shares his insights into where the real, and often overlooked, value lies in Asian markets. From small-cap stocks to companies flying under the radar of mainstream analysts, Gabriel explains why these “hidden gems” may hold untapped potential for long-term investors, and how a closed-ended structure can bring benefits.
Highlights from this month’s episode:
- What makes a company a “hidden gem” in Asia?
- Why investors might be missing out on major opportunities with these hidden gems?
- The stock selection process, including in-person engagement in a world dominated by data and AI.
- Are Asian smaller companies really riskier – or is that an outdated assumption?
This episode offers a concise and informative overview for those interested in uncovering opportunities within Asian equities, of portfolio diversification, and understanding the value of local insight when investing in emerging markets.
Listen now to the podcast now
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