Talking Markets Podcast (Emerging Markets) with Michael Kass of Baron Capital
From UBS On-Air: Market Moves by Client Strategy Office
April 23, 2026 · 17 min
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
People in this episode
Host: Daniel Cassidy
Guest: Michael Kass
Topics covered
- Emerging Markets
- global diversification
- equity portfolio
- investment trends
- risk considerations
Keywords
- Emerging Markets
- global diversification
- equity portfolio
- investment trends
- risk considerations
Mentioned in this episode
Organizations: Baron Capital
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