New Emerging Markets ETF Bets on Value Over Hype
PAM’s Sebastian Stewart talks about his new emerging markets ETF.
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In this episode of Talk ETFs, etf.com Senior Analyst Sumit Roy sits down with Sebastian Stewart, a partner at Pacific Asset Management, to discuss his firm’s latest ETF, a high-conviction, value-focused fund targeting emerging markets.
Stewart makes the case for why active management is crucial in emerging markets, the potential for outsized returns in undervalued markets, and how macroeconomic risks—like currency fluctuations and trade tensions—are shaping his fund’s strategy.
Plus, Sebastian shares his take on why stock-picking is essential in China, how his fund avoids overleveraged companies, and what investors should know about the risks and opportunities ahead.
