Video Transcript
Focusing on Structural Growth Amid Macro Risks
DAVID SEMPLE: Well, in the second quarter of 2019, emerging markets performed reasonably well, but of course there was a dislocation in the middle of that where trade tensions flared up again. We see the likelihood of coming to at least an uneasy truce helping emerging markets going forward. But we're pleased to report that the kind of things that we invest in, structural growth at a reasonable price, did well in the second quarter and indeed in the first quarter. So, the underlying structural growth