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Finding Quality Growth in Emerging Markets with Ian Smith
Ian Smith, portfolio manager at William Blair, joins Excess Returns to break down emerging markets, global diversification, and why EM may offer a very different opportunity set than US stocks. We discuss AI capex, the r...
About This Episode
Finding Quality Growth in Emerging Markets with Ian Smith is an episode from Excess Returns by Excess Returns. Ian Smith, portfolio manager at William Blair, joins Excess Returns to break down emerging markets, global diversification, and w...
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Published Jun 22, 2026, 00:57:53 long, audio available.
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