About this episode
Our guest this week is Justin Leverenz, who is the team leader and senior portfolio manager for the emerging-markets equity team at Invesco. Leverenz joined Invesco when it combined with OppenheimerFunds in 2019. He started managing the strategy now known as Invesco Developing Markets in May 2007, having joined Oppenheimer as a research analyst in 2004. Before that, he was the director of Pan-Asian technology research for Goldman Sachs. Leverenz has worked in Taiwan and Scotland. He is a fluent Mandarin speaker, and he holds bachelor’s and master’s degrees from the University of California. Background Bio Invesco Developing Markets Market View “ Mexico: A Few Reasons Why We’re Bullish on This Neglected Developing Market ,” by Justin Leverenz, Invesco, March 17, 2023. “ The Case for Mexican Equities ,” by Justin Leverenz, LinkedIn, April 6, 2023. Emerging Markets “ FAQ: Our Active Approach to Emerging Markets ,” by Justin Leverenz, Invesco, June 12, 2023. “ The Case for Emerging Markets ,” by Justin Leverenz, LinkedIn, May 2, 2023. “ Why a Huge Emerging-Markets Fund Is Reopening to New Investors ,” by Gregg Wolper, Morningstar, Feb. 16, 2023. “ What Is Going on With Chinese Equities? ” by Justin Leverenz, LinkedIn, July 28, 2023. “ Why Hasn’t Fed Tightening Led to an EM Crisis? ” by Justin Leverenz, LinkedIn, June 23, 2023. “ Invesco’s Justin Leverenz—Putting Emerging Markets Challenges Into Perspective ,” WealthDFM , May 26, 2022. Growth Themes “ Electric Vehicles and Renewable Power Fuel Emerging Market Investment Opportunities ,” by Justin Leverenz, LinkedIn, Nov. 15, 2023. “ Western Spirits Companies Turning to China and India to Fuel Growth ,” by Justin Leverenz, Invesco, May 22, 2023. “ Chinese Health Care Companies: A Growing Force for Global Innovation ,” by Justin Leverenz, LinkedIn, March 16, 2021. “ Humans vs. Machines: Who Has the Edge in Emerging Markets? ” by Justin Leverenz, Invesco, April 3, 2023. Funds/Companies Mentioned Yum China H World ZTO Tencent NetEase Grupo Mexico Pinduoduo Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.