Insight is Capital™ Podcast

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Aug 11, 2017 • 5min

What defines the Frontier Emerging Markets Opportunity?

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund, gets to the heart of the opportunity, providing an insightful and eloquent take on why investors need to consider the timing and the growth opportunity of Frontier Emerging Markets an opportunity that has been overshadowed by the last ten years bull market in US and Technology equities. Tune in.
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Aug 11, 2017 • 4min

The Gift from Senior Emerging Markets. Structural 'Share Gainers.'

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund, continues the discussion on Insight is Capital™ about the kinds of companies that he is investing in for their rapid structural growth charactertistics. He calls these very well run Frontier Emerging Markets' companies "structural share gainers."
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Aug 11, 2017 • 2min

Former Dictatorships are Fertile Ground for Today's Investors

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund reminds us that Korea and Brazil were once dictatorships that have flourished with liiberalzation, and that the opportunity on a grand scale exists today for emerging markets that are undergoing widespread economic reforms and structural change. These former dictatorships are now fertile ground for today's investors.
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Aug 11, 2017 • 3min

What are the 'Four Neighbours?'

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets, continues his discussion on the Insight is Capital podcast about the 'Four Neighbours,' whose companies are flourishing into their neighbouring economies and markets and 'gentrifyting' the frontier emerging markets with structural growth opportunities.
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Aug 11, 2017 • 3min

The Biggest IPO in World History is Coming? What does it mean?

Adam Kutas, Portfolio Manager, Fidelity Frontier Emerging Markets Fund, joins us to discuss the structural changes taking place in Frontier Emerging Markets, which includes the up and coming biggest IPO in world market history. What does it mean for investors? Tune in.
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Aug 11, 2017 • 4min

Risk Management: Are you long-only in this market?

Som Seif, founder and CEO, Purpose Investments joins us to discuss risk management, and stresses that in a market environment like the one we're currently in, with markets at all time highs, valuations at historic highs, historically low volatility, and a climate of accomodative monetary policy, and risk-complacency, investors need to do far more than rebalance.
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Aug 11, 2017 • 2min

Is Good Economic News Still Bad News for Stock Markets?

Som Seif, founder and CEO, Purpose Investments joins us to discuss the better economic news and central banks' change of tone, and what it possibly means for markets. Is good news still bad news? Tune in.
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Aug 11, 2017 • 5min

Is This The Most Uncomfortable Bull Market in History?

Som Seif, founder and CEO, Purpose Investments, discusses the unprecedented wall of worry that markets have been climbing for the better part of the last ten years since the financial crisis.
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Aug 11, 2017 • 17min

Is Warren Buffett the Pied Piper of Indexing?

There is reason to believe that Warren Buffett is responsible for the boom in indexing and  the rapid ascent of Vanguard's Index ETFs.

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