“Mobius: we’re not ‘tree huggers’ but the environment really counts” – Investment Trust Insider – August 20, 2019

On August 20, 2019 Investment Trust Insider reported that “Mobius investment trust raised £100 million at its launch last October to invest in high quality smaller companies in emerging markets that were looking to improve their ratings on environmental, social and governance issues.

In this video interview, co-manager Carlos Hardenberg discusses:

  • how emerging markets investors should view US-China trade tensions;
  • the sort of companies he looks for in the 21-stock portfolio;
  • whether corporate governance is more important than environmental or social issues;
  • the impact of problematic regimes on emerging markets.”

You may read the interview transcript and watch the interview on the Investment Trust Insider website.