Insights

Commodities insights: from light rock to heavy metal

In the latest episode of the Emerging Market Equities podcast, Ben Shrewsbury and Tiago Rodrigues joins Nick Robinson to discuss commodities.

Tiago Rodrigues

Investment Director

: 27

: Jul 02, 2024

In the latest episode Ben Shrewsbury and Tiago Rodrigues join Nick Robinson to discuss their recent trip to Bank of America's annual metals and mining conference in Miami. Topics include their trip, copper performance, rally in gold prices and more.

The Emerging Market Equities Podcast

You can also listen to this podcast on Apple Podcasts.

Insights

Navigating the path to decarbonisation: the role of investors in sustainable growth

How can shareholders help companies on their net-zero journey? We discuss our views.

Jul 01, 2024

Insights23 min

Investing in the key players in Asia’s energy transition: Emission Impossible?

In the latest episode of the Emerging Market Equities podcast, David Smith joins Nick Robinson to discuss Asia’s energy transition.

May 09, 2024

Insights22 min

Following cashflows from China to Chile

In the latest episode of the Emerging Market Equities Podcast, Nick is joined by Matt Williams to explore the world of emerging markets (EM) through an income lens.

Apr 02, 2024

Insights

Unlocking India’s potential

From an economic resurgence to favourable geopolitics, conditions are primed for investors in India. How does this look in practice?

Feb 09, 2024

Insights21 min

Dazzling in the ring: how EM smaller companies produced knockout returns

In the latest episode of the Emerging Markets Equities Podcast, Nick is joined by Osamu Yamagata to explore the world of emerging market (EM) smaller companies.

Feb 09, 2024

Commodities insights: from light rock to heavy metal

The Emerging Market Equities Podcast

Related Articles

Navigating the path to decarbonisation: the role of investors in sustainable growth

Investing in the key players in Asia’s energy transition: Emission Impossible?

Following cashflows from China to Chile

Unlocking India’s potential

Dazzling in the ring: how EM smaller companies produced knockout returns