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In this series we explore the themes, trends and events shaping the dynamic world of emerging markets for equity investors.‘Emerging markets’ describes a very diverse group of countries with disparate cultures, political systems and economies. Trends like higher consumption, driven by increased middle-class wealth, and early adoption of new technology are producing companies that are innovators and disruptions.With equity markets populated by current and future market leaders, emerging marke ...
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A bi-weekly podcast series where we spend time with top business leaders and explore how they think about investment opportunities, capital allocation and the macro environment in which they operate. This podcast is hosted by Acumen Capital Partners, Canada's leading small cap investment banking firm proudly based in Calgary, Alberta. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast
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From regime changes and loaded questions to the role of psychological concepts, we hone in on the joys and woes of equity investing in times like these. Our guest throughout the entire series: Jacob de Tusch-Lec, manager of the Artemis Global Income fund. This podcast is produced by Citywire in association with Artemis Investment Management.
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Real Estate ELEVATED: Multifamily Investing with Elevation Equities is a show that delves deep into the world of real estate, with a focus on multifamily properties and syndication. Hosted by experienced but growing syndicators, this podcast covers a wide range of topics related to real estate investing, including deal analysis, market trends, property management, networking and more. Each episode features interviews with a variety of real estate experts, including brokers, investors, proper ...
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In the latest episode of the Emerging Markets Equities podcast, Ben Shrewsbury and Tiago Rodrigues join Nick Robinson to discuss their recent trip to Bank of America's annual metals and mining conference in Miami. Topics include their trip, copper performance, rally in gold prices and more.Di abrdn
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In the latest episode of the Emerging Markets Equities podcast, David Smith joins Nick Robinson to discuss Asia’s energy transition. Topics include measuring emissions, decarbonising Asia and abrdn’s framework for investing in companies leading the way towards net zero.Di abrdn
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In the latest episode of the Emerging Markets Equities podcast, Matt Williams is back on the podcast with Nick Robinson to talk all things income investing in emerging markets. Discussing his recent trip to South America, biggest learnings over the last 10 years and optimism in this investment landscape.…
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In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Kevin Daly to explore the world of frontier markets. Discussing Kevin's experience managing a fund over the last 10 years, countries to watch out for and also holiday recommendations.Di abrdn
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In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Pruksa Iamthongthong to evaluate the AI revolution within emerging markets. Discussing how emerging markets benefit, US export control rule and how this will impact China.Di abrdn
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In the latest episode of the Emerging Markets Equities podcast, Nick is joined by Hasnain Malik from Tellimer to evaluate emerging markets as an asset class. Discussing China and US relations, manufacturing diversification and the commodity cycle.Di abrdn
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Arjun Murti is a Partner at Veriten, a knowledge and media platform with a focus on energy, technology and environmental trends. In this episode we discuss trends in the energy sector, transition, ESG and the "Super Vol" macro environment. For additional episodes of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…
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Welcome to the Elevation Equities Podcast! In this episode, we sit down with Corey Clarkston, a seasoned real estate portfolio asset and operations manager, to discuss the importance of managing your assets well. As a successful real estate professional, Corey brings a wealth of knowledge and experience to the table. In this interview, he shares va…
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Welcome to the Elevation Equities Podcast! We are excited to bring you the latest news and insights on multifamily real estate in the Jacksonville area. Our first guest is Luke McCann, one of the top commercial brokers in the area. Luke has a wealth of knowledge and experience to share. He has worked with some of the biggest names in the industry a…
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In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Nina Petry to discuss how the Middle East has become a major part of emerging markets and what is behind this growth. We discuss drivers of growth going forward, the evolving opportunity set, and some of the ESG challenges of the region.…
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In the latest episode of the Emerging Markets Equity podcast, Nick Robinson sits down with Pruska Iamthongthong and Karl Li to discuss the new chip export restrictions, what they are, and also implications for China and those companies in the supply chain.Di abrdn
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Cyber security continues to be a hot topic for businesses of all sizes. In this episode of the Canadian Equities podcast Jim Kootnekoff, Founder, President & CEO of SecuSolutions Ltd. joins Robert Cooper to discuss the changing landscape within cybersecurity, where the latest threats are coming from, and some of the trends within the industry. For …
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Cyber security is a material risk for businesses of all sizes. In this episode of the Canadian Equities podcast David M. Gray, Vice-President in the insurance group at Gallagher Canada, joins Robert Cooper to discuss the changing landscape with respect to cyber threats, how insurance coverage has changed and where the market is going. For the full …
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In this episode of Canadian Equities we are joined by Goran Samuel Pesic, founder and CEO of Samuel Associates. Samuel Associates is Canada's leading strategic consulting and government relations firm headquartered in Ottawa, Ontario. They advise a wide range of clients operating in Canada and worldwide in various industries and sectors, including …
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In this edition of the Emerging Markets Equities Podcast, Nick Robinson & Ben Shrewsbury sit down and discuss all things in the Commodities space within EM. Will commodity stocks continue to perform well in the current inflationary environment? Will gold benefit from Russia sanctions? Where next for industrial metals like nickel and palladium? And …
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In this edition of the Emerging Markets Equity podcast, Nick Robinson & Pruksa Iamthongthong sit down to discuss the Metaverse. They tackle the topic of what exactly this is and how it may play a part in shaping the investment landscape in the future. They delve into how this extension of the internet will further entwine our lives in the virtual w…
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In this episode of the Canadian Equities podcast Darcy J. Will, Vice President of Gamehost Inc., joins Robert Cooper to discuss the economics of the gaming industry, the influence of Las Vegas on other gaming markets and the Alberta economy. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…
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In this episode of the Canadian Equities podcast Joel Macleod, Chairman & CEO of Tidewater Midstream & Tidewater Renewables, joins Robert Cooper to discuss entrepreneurs, energy infrastructure, deal making and energy transition. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…
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While the world still relies heavily on hydrocarbons to meet its energy requirements, the renewable energy transition looks to be increasingly shaping the investment landscape in emerging markets. In this latest episode of our Emerging Markets Equites podcast, William Scholes joins host Nick Robinson to talk about the challenges of the transition, …
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In this episode of the Canadian Equities podcast William Hammond, Chairman & CEO of Hammond Power Solutions Inc., joins Robert Cooper to discuss the dynamics of family-owned businesses, energy, supply chains, the transformer market and doing business internationally. For the full length version of the Canadian Equities podcast connect with us at ac…
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In this episode of the Canadian Equities podcast Marc Rossiter, President & CEO of Enerflex Ltd., joins Robert Cooper to discuss the natural gas market, energy transition, leadership and international business. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…
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This year the Chinese government has largely focused on regulation within the technology sector. However, we’re now seeing this focus shift more broadly across the economy. In this latest episode of our Emerging Markets Equites podcast, Devan Kaloo joins host Nick Robinson to talk about China’s changing regulatory landscape.…
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In this episode of the Canadian Equities podcast Darren Gee, President & CEO of Peyto Exploration and Development Corp., joins Robert Cooper to discuss LNG, the natural gas market and the energy transition. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…
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In this episode of the Canadian Equities podcast Scott Stewart, CEO of IBI Group Inc., joins Robert Cooper to discuss the architectural and engineering industry and how technology is transforming the business. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…
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In this episode of the Canadian Equities podcast Peter Lacey, Founder and Executive Chairman of Cervus Equipment Corp., joins Robert Cooper as they discuss agriculture entrepreneurs, OEMs, and technology. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…
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In this episode of the Canadian Equities podcast Steve King, CEO of Alaris Equity Partners, joins Robert Cooper as they discuss Alaris' innovative approach to financing entrepreneur led organizations. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…
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In the latest episode of our Emerging Markets Equity podcast, David Smith joins Nick Robinson to take an in-depth look at how Chinese companies are addressing environmental, social and governance (ESG) issues. David gives his insight on how recent events – such as the Chinese government’s commitment to carbon neutrality – are causing businesses to …
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In this episode of the Canadian Equities podcast Laurie Goldberg, CEO of People Corp., joins Robert Cooper as they discuss the major themes impacting group benefit, group retirement and HR solutions businesses. For the full length version of the Canadian Equities podcast connect with us at acumencapital.com/podcast.…
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