AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Michele Aghassi - Unintended Bets Everywhere (S6E7)
Flirting with Models
The Future Expected Return Advantage of Emerging Equities
In computing those return expectations, we assume only a 50 basis point annual real earnings growth advantage for emerging equities over developed markets. So the results that we come to are in no way dependent on a close relationship with GDP growth and corporate earnings growth. We would actually come to similar return premium conclusions if we dropped that growth advantage down to zero.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode