Bull, Bear & Beyond – Templeton Emerging Markets Investment Trust in 60 seconds

Edison’s investment companies team recently published a review on Templeton Emerging Markets Investment Trust (TEMIT). The trust’s performance has considerable momentum with strong absolute and relative results in FY26, adding to a positive long-term record. TEMIT has outperformed its MSCI Emerging Markets Index benchmark and ranks highly versus its diversified peers. Lead portfolio manager Chetan Sehgal and co-manager Andrew Ness follow a disciplined bottom-up strategy, focusing on structural growth companies that are selling at a discount to their intrinsic values. Having made a successful call on the semiconductor companies, the managers are taking profits and redeploying capital elsewhere to diversify the portfolio.

Listen on your preferred podcast player below:

• Apple Podcast
• Spotify
• YouTube
• Zencastr

About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.