Are investors underestimating emerging markets?

Are investors underestimating emerging markets?

From MoneyWeek Talks by Future Publishing

April 29, 2026 · 42 min · Season 2 · Episode 18

About this episode

Andrew Van Sickle discusses the outlook for emerging economies with Charles Jillings, focusing on investment opportunities and challenges.

Andrew Van Sickle speaks to Charles Jillings, co-fund manager of Utilico Emerging Markets Trust, about the outlook for emerging economies, the challenges posed by the latest oil shock, and long-term investment opportunities in infrastructure and utilities.

People in this episode

Host: Andrew Van Sickle

Guest: Charles Jillings

Topics covered

  • emerging markets
  • investment opportunities
  • oil shock
  • infrastructure
  • utilities

Keywords

  • emerging markets
  • investment
  • oil shock
  • infrastructure
  • utilities
  • economic outlook

Mentioned in this episode

Organizations: Utilico Emerging Markets Trust

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