Talking Markets Podcast (Emerging Markets) with Michael Kass of Baron Capital
About this episode
Michael Kass discusses the importance of global diversification in equity portfolios and explores opportunities and risks in Emerging Market equities.
Michael Kass is a Managing Director and Portfolio Manager for Emerging Markets with Baron Capital. We discuss why investors should consider global diversification in an equity portfolio, and what a globally resilient portfolio might consist of. Plus, a look at opportunities and risk considerations specific to Emerging Market equities, along with broader investment trends in focus across Emerging Markets. Host: Daniel Cassidy
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