Trust Issues: Investing in emerging markets with JEMI’s Omar Negyal

Podcast: Kepler Trust Intelligence Podcast · Kepler Partners

Opublikowano: 2026-10-26

In this episode of Trust Issues, we speak to Omar Negyal, manager of JPMorgan Global Emerging Markets Income, about the investment case for emerging markets, including recent performance, current allocations, valuations in Taiwan and Korea and finding the most compelling opportunities across emerging markets. 00:00 Introduction 00:35 Fund objective 01:55 Current allocations 03:32 Balancing income with capital growth 04:28 Evaluating opportunities 06:36 Avoiding value trips 08:14 Importance of dividends 08:57 Evolution of emerging markets 10:15 Valuations in Taiwan and Korea 12:24 Assessing AI opportunities 13:15 Income credentials of emerging markets 16:07 Thoughts on performance 17:48 Managing downside risk<...