Turning Points interviews Sean Taylor, CIO from Matthews Season 5 Episode 2

Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes.

In this episode, Sean discusses the key investment themes in emerging markets and how Matthews fundamental approach and risk-controlled process brings it together into a portfolio.

The podcast is approximately 40 minutes in length and covers the following topics:

An Introduction to Matthews and Sean Taylor's background and responsibilities (1:50 - 5:30)
Matthews' investment philosophy (5:30 - 10:45)
Navigating the complexities of China's stimulus (10:45 - 17:20)
Growth and valuations in India (17:25 - 21:42)
The structural stories driving ASEAN markets (21:43 - 27:40)
Latin America's hidden gems (27:42 - 32:03)
Tech innovation in South Korea and Taiwan (32:05 - 35:26)
Understanding the complexity of risk in Emerging Markets (35:29 - 38:27)
Final Thoughts and Wrap Up (38:30 - 39:45)

The host for this episode is Michael Negline, Director from Clearway Capital Solutions.

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If you are an Australian or New Zealand investor and you would like more information on Matthews and their Emerging Market and Asian equity strategies, please contact Clearway Capital Solutions:

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This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided to listeners on the basis that they are either Wholesale, Professional or Sophisticated investors only, within the meaning of the relevant sections of the Corporations Act.

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