Carlos Hardenberg features on a full episode of Killik and Co’s Investor Insights Podcast with Gordon Smith. Carlos reflects on MCP’s differentiated investment approach and the evolving opportunity set in emerging markets, highlighting how structural shifts, particularly in AI and market leadership, are creating new winners. He discusses the resilience of EM despite geopolitical risks, including Iran, shares insights from a recent research trip to India, and emphasises the importance of active stock selection and corporate engagement. The conversation also covers where MCP is finding high-conviction opportunities today, alongside a balanced view on risks and portfolio positioning.
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