Eye of the Needle: Opportunity in emerging markets

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Columbia Threadneedle Investments Eye of the Needle: Opportunity in emerging markets December 10, 2021 In our latest podcast, learn about the major themes driving emerging markets. What are the opportunities and challenges for investors? Emerging markets are much changed from a decade ago. We talk to Dara White, Head of Global Emerging Markets Equity, and Derek Lin, Portfolio Manager and China specialist, about the major themes driving this universe, why it’s the most exciting time to be invested in EMs and how we as investors navigate the opportunities and challenges posed by this large and diverse market. Eye of the Needle: Opportunity in emerging markets (32:10) About this podcast Eye of the Needle is a magazine-style podcast that aims to demystify the world of investing and shine a light on the people that look after your money. Featuring guests from the Columbia Threadneedle Investments team and regular segments that cover personal finance and investing, Eye of the Needle is a must listen for anyone looking to learn more about money, with a direct line to the people at the center of Columbia Threadneedle Investments.

Transcript of Eye of the Needle: Opportunity in emerging markets

Page 1: Eye of the Needle: Opportunity in emerging markets

Columbia Threadneedle Investments

Eye of the Needle Opportunity in emerging marketsDecember 10 2021

In our latest podcast learn about the major themes driving emerging markets What are the opportunities and challenges for investors

Emerging markets are much changed from a decade ago We talk to Dara White Head of Global Emerging Markets Equity and Derek Lin Portfolio Manager and China specialist about the major themes driving this universe why itrsquos the most exciting time to be invested in EMs and how we as investors navigate the opportunities and challenges posed by this large and diverse market

Eye of the Needle Opportunity in emerging markets (3210)

About this podcastEye of the Needle is a magazine-style podcast that aims to demystify the world of investing and shine a light on the people that look after your money Featuring guests from the Columbia Threadneedle Investments team and regular segments that cover personal finance and investing Eye of the Needle is a must listen for anyone looking to learn more about money with a direct line to the people at the center of Columbia Threadneedle Investments

Credit Threads Financial conditions

Credit Threads Consumer Balance Sheets Credit Threads Central banks take center stage

Securities products offered through Columbia Management Investment Distributors Inc member FINRA Advisory services provided by Columbia Management Investment Advisers LLC

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies

The views expressed are as of the date given may change as market or other conditions change and may differ from views expressed by other Columbia Management Investment Advisers LLC (CMIA) associates or affiliates Actual investments or investment decisions made by CMIA and its affiliates whether for its own account or on behalf of clients may not necessarily reflect the views expressed This information is not intended to provide investment advice and does not take into consideration individual investor circumstances Investment decisions should always be made based on an investorrsquos specific financial needs objectives goals time horizon and risk tolerance Asset classes described may not be appropriate for all investors Past performance does not guarantee future results and no forecast should be considered a guarantee either Since economic and market conditions change frequently there can be no assurance that the trends described here will continue or that any forecasts are accurate copy 2021 Columbia Management Investment Advisers LLC All rights reserved

To find out more call 8004263750 or visit columbiathreadneedlecom

Not Federally Insured No Financial Institution Guarantee May Lose Value

CTBPYD2Z (1121) 3886283

Page 2: Eye of the Needle: Opportunity in emerging markets

Credit Threads Financial conditions

Credit Threads Consumer Balance Sheets Credit Threads Central banks take center stage

Securities products offered through Columbia Management Investment Distributors Inc member FINRA Advisory services provided by Columbia Management Investment Advisers LLC

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies

The views expressed are as of the date given may change as market or other conditions change and may differ from views expressed by other Columbia Management Investment Advisers LLC (CMIA) associates or affiliates Actual investments or investment decisions made by CMIA and its affiliates whether for its own account or on behalf of clients may not necessarily reflect the views expressed This information is not intended to provide investment advice and does not take into consideration individual investor circumstances Investment decisions should always be made based on an investorrsquos specific financial needs objectives goals time horizon and risk tolerance Asset classes described may not be appropriate for all investors Past performance does not guarantee future results and no forecast should be considered a guarantee either Since economic and market conditions change frequently there can be no assurance that the trends described here will continue or that any forecasts are accurate copy 2021 Columbia Management Investment Advisers LLC All rights reserved

To find out more call 8004263750 or visit columbiathreadneedlecom

Not Federally Insured No Financial Institution Guarantee May Lose Value

CTBPYD2Z (1121) 3886283

Page 3: Eye of the Needle: Opportunity in emerging markets

Securities products offered through Columbia Management Investment Distributors Inc member FINRA Advisory services provided by Columbia Management Investment Advisers LLC

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies

The views expressed are as of the date given may change as market or other conditions change and may differ from views expressed by other Columbia Management Investment Advisers LLC (CMIA) associates or affiliates Actual investments or investment decisions made by CMIA and its affiliates whether for its own account or on behalf of clients may not necessarily reflect the views expressed This information is not intended to provide investment advice and does not take into consideration individual investor circumstances Investment decisions should always be made based on an investorrsquos specific financial needs objectives goals time horizon and risk tolerance Asset classes described may not be appropriate for all investors Past performance does not guarantee future results and no forecast should be considered a guarantee either Since economic and market conditions change frequently there can be no assurance that the trends described here will continue or that any forecasts are accurate copy 2021 Columbia Management Investment Advisers LLC All rights reserved

To find out more call 8004263750 or visit columbiathreadneedlecom

Not Federally Insured No Financial Institution Guarantee May Lose Value

CTBPYD2Z (1121) 3886283