Emerging markets will come out on top
In this months speaker series, Steve Norton reminds us that Darrin
Erickson has a book coming out this fall that takes a global perspective on
what we do here at VPI. Darrin, Portfolio Manager of the VPI Global Equity Pool
goes on to explain how emerging markets are on an extreme discount relative to
the valuation of the U.S. When we think of emerging markets, we typically think
of risk but should be viewing them as markets with better growth and stronger
valuations. Right now, the key risk in the emerging markets is inflation and
Darrin takes the time to break down how we should tackle it.
Watch the highlight version and or full videos below: