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Navigating Global Market Shifts
17/03/2025 in
In this webinar, Mike Sell, Head of Emerging Markets at Alquity, discusses:
- The impact of Trump’s policies on Emerging Markets and underappreciated positive macroeconomic news
- Key differentiators of the Alquity Future World Fund
- Quality companies in China and India
- Undiscovered investment ideas, such as Ixigo (India), Budimex (Poland), Edita (Egypt) and Boxer (South Africa)
Marnie Aragon-Uy, Portfolio Manager of the Global Impact Fund:
- Shares her views on the recent market developments and how we have navigated volatility following Trump’s election
- Explains the investment approach and core proposition of the Fund
You can download the slides here: https://alquity.com/wp-content/uploads/2025/03/Alquity-Webinar-Navigating-Global-Market-Shifts-March-2025.pdf
