“There’s a lot of low-hanging fruit” Josh Rubin, PM at Thornburg, on opportunities in emerging markets

Josh Rubin, portfolio manager at $40+ billion asset manager Thornburg’s Developing World fund, joins us for a stroll through key emerging and frontier markets regions. He digs into the impact of recent developments in China, investment opportunities in the Middle East, why Saudi Arabia appears to be tightening its friendships with a host of nations that are not considered exactly friendly to the West, and how a slight change in sentiment among global investors could tip off much greater changes in emerging markets.