Jack Nelson: ‘Investing in Emerging Markets Should Primarily Be About Analyzing Individual Businesses’

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 1 October 2024

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

A sustainable investor makes the bottom-up case for an unloved asset class.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:33.1	Hi, and welcome to the Longview.
0:34.8	I'm Dan Lefkowitz, strategist for Morningstar Indexes.
0:37.9	And I'm Christine Ben's director of personal finance and retirement planning for Morning Star.
0:42.1	Our guest this week is Jack Nelson.
0:44.5	Jack is lead manager of the Stewart Investor's global emerging markets leaders' sustainability strategy,
0:50.0	which is highly regarded by Morningstar's manager research team.
0:53.3	Jack joined Stewart in Edinburgh,
0:54.6	Scotland in 2011 after obtaining an MA from Oxford. Jack, thanks so much for joining us in
0:59.8	the Longview. Thanks, Dan. Christine, thanks for having me. Absolutely. Well, we wanted to start off by
1:05.6	asking you a little bit about your journey. How did you come to be an emerging markets equity
1:09.8	investor for Stewart and Edmurah?
1:12.6	Yeah, you know, I think like most people, an idiosyncratic path. To honest, the bug for emerging
1:17.5	markets really bit me at quite a young age. I was very fortunate. When I was studying, I managed to
1:22.5	get onto a government program here in the UK run by our sort of cultural international arm, the British Council,
1:29.3	and they sent around 100 teenagers to India, China and Brazil. This was around the peak of the
	...

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