Darren Goldman, managing director of the EMsights Capital Group, discusses portfolio positioning and expands on where the team sees opportunities in the coming periods.

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This audio recording should be reviewed in conjunction with the accompanying slide presentation, which contains standardized fund performance and other important information. Access “Slides” to view.

This investor update represents the views and opinions of Darren Goldman as of 22 January 2025, which are based on current market conditions and are subject to change without notice. While the information contained herein is believed to be reliable, there is no guarantee to the accuracy or completeness of any statement in the discussion. This material is for informational purposes only and should not be considered as investment advice or a recommendation of any investment service, product or individual security. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

*Clarification: For the Emerging Markets Debt Opportunities Fund, Peru held the third largest position from a local rates perspective.

Beta measures a stock’s volatility in relation to the overall market. A Carry trade is a strategy that involves borrowing at a low interest rate and reinvesting in a currency or financial product with a higher rate of return.

Past performance does not guarantee future results. Current and future holdings are subject to risk.