Rob Mansell

Rob Mansell, a savvy portfolio manager specializing in multi-asset funds, dives deep into the world of emerging markets. He explores whether China’s market rally can sustain itself and analyzes the unique drivers behind the strong performances in Mexico and Brazil. The conversation also touches on how a weaker dollar benefits these markets and the critical role of Taiwan and Korea in AI supply chains. Mansell highlights how investor strategies have evolved post-pandemic, revealing new opportunities in this dynamic landscape.