Kepler Trust Intelligence Podcast
Kepler Trust Intelligence Podcast · Oct 29, 2025 · 18:31
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Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios.This month's guest is Emily Fletcher, manager of the BlackRock Frontiers trust, who has extensive experience in emerging and frontier markets.
In this month’s episode, we discuss a range of topics including the investment case for frontier market, managing geopolitical risk and the most compelling opportunities across the region.
00:00 Introduction 00:30 Background to asset management 01:38 What are frontier markets? 02:40 Most compelling opportunities 06:06 Thoughts on volatility of frontier markets 08:44 Insights from visits 10:34 Managing geopolitical risk 12:46 Consumer growth opportunities 15:55 Outlook for frontier markets 17:01 Best piece of investment advice 17:48 Risk warning
Please note that this podcast was recorded on 22 October 2025.
Episodes: Kepler Trust Intelligence Podcast