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The Long View

Justin Leverenz: Emerging Markets Are ‘Incredibly Attractive’

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

4.5775 Ratings

🗓️ 6 February 2024

⏱️ 47 minutes

🧾️ Download transcript

Summary

A veteran globe-trotting investor sees upside in 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, 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. I'm Dan Lefkowitz, strategist for Morning Start Indexes. And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.

0:42.7

Our guest this week is Justin Leverance, who is team leader and senior portfolio manager

0:47.6

for the Emerging Markets Equity Team in Invesco. Justin joined Invesco when it combined with

0:52.4

Oppenheimer funds in 2019. He started managing the strategy now known as Invesco developing markets in May 2007,

1:00.0

having joined Oppenheimer as a research analyst in 2004.

1:03.0

Prior to that, he was director of Pan-Asian technology research for Goldman Sachs.

1:08.0

He's worked in Taiwan, in Scotland.

1:10.0

He's a fluent Mandarin speaker, and he holds a BA and an M.A.

1:13.6

from the University of California.

1:15.8

Justin, thanks so much for joining us on the Longview.

1:19.1

Thank you for having me, Dan.

1:21.1

Absolutely.

1:21.8

So for not mistaken, you're dialing in today from Mexico.

1:25.4

You're not on vacation.

1:26.3

You're on a due diligence trip. So that's probably

1:28.7

a good place to start. You seem to find a lot of opportunity in the Mexican equity market. You've got

...

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