Firstly I managed to pull off a fairly ok presentation on Tuesday night for BrightTALK. It was really well attended and I think I opened some eyes and ears to how the Index we associate with EM isn't really a good representative of EM anymore. There's some ideas there that are good for the diversifiers. Here's a link to the recording and if you're interested in the space let me know.
"Investing in Emerging Markets Without Investing in Emerging Markets"
I give a short plug at the end confirming my FY balanced account returns at just under 19% from July 2020 to June 2021. I'm not the guy to crow too loudly but I'm allowed to be proud of the work we did this year. Celebrate wins.
In other news we put a fresh podcast down for the BIP Show and this one was an absolute treat to do. Sergei Sergienko is a gifted talent and we're lucky to have his time to talk to us.
Link here and it's mandatory listening for anyone at all curious about the future of money, Defi, crypto or anything related to it. This isn't sideline stuff anymore, you need to know this to survive.
Pay attention or you'll run out of road.
The trade that paid from this podcast is going to be understanding more about DeFi. There's a safe enough way to keep your money at use and earn a good return in the crypto space and obviously I'm not recommending it but I am encouraging people to at least know what it's all about. That starts by listening to the show.
Aside from that there's a few funny things going on in tech and I'm invested in this market pretty strongly but looking for the next spark. It really could be Russia (an ETF I mention in my Emerging Markets presentation) or Emerging Market Bonds (paying 5%) but there's time for that later.
Here's a graph with vaccination rates and I've put the EM countries I follow in there so you can see where we're ranked. Spoiler: it's not amazing
All the best,
James Whelan | Investment Manager
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