Through the Lens of an EM Legend
Featuring Mark Mobius
Published on: October 2nd, 2019 • Duration: 62 minutesLegendary emerging markets investor Mark Mobius, founder of Mobius Capital Partners, sits down with Roger Hirst to articulate his contrarian venture into active management while providing a unique perspective on recent developments in China and Hong Kong. Mobius illustrates how central banks have altered the global investment landscape, highlights risks with both the U.S. Dollar and the Chinese Renminbi, and reveals where he sees opportunity for growth. He also talks about the evolution of ESG investing, and explains how investing in firms based on healthy environmental, social and corporate governance actually produces better returns. Filmed on September 25, 2019 in London.
Playing the Shift from Active to Passive
The Evolution of ESG Investing
Outlook on Emerging Markets, Hong Kong, and China
Risk and the Chinese Economy
How Central Banks have Changed the Global Investment Landscape
Currency Risk: The Dollar and the Renminbi
Active Investing in a Passive World
Risks to the Global System
Where are the Opportunities for Growth?