Ed Cole

speaker

303 appearances 1 recordings 1 series first heard Jun 2026 last heard 29 Jun

Ed Cole’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Merryn Talks Money · Man Group's Ed Cole: How to Adapt Your Portfolio to a Changing World · 29 Jun 2026 podcast

So that bit didn't really work out particularly well.

Amazingly, inside the US, the Russell 2000, which is the small cap index or smaller mid cap, has a bit more of a value tilt, is up 38%.

So for all that exceptionalism and all of that apparent leadership by the tech giants, it's actually been more cyclical, more valuey, smaller cap companies that have not just outperformed, but outperformed materially.

We did talk about that.

Yes, yes.

And then the other extraordinary one, a couple of other extraordinary ones, is that emerging markets have had a phenomenal year, in many ways driven by the same thing that occupies the headlines everywhere in the world.

So emerging markets up nearly 50% over the last 12 months.

Absolutely fair.

And of course, you know, EM has always been in many ways the factory for what the developed world is consuming.

And, you know, the monetizing AI is still really a developed world story.

And of course, those three companies are the picks and shovels that are

manufacturing, what it is that the Western world needs to consume for this particular growth cycle.

The other surprising bit in it though, is that onshore Chinese equities, there's been a massive bifurcation between offshore Chinese equities and onshore Chinese equities.

Onshore Chinese equities are a really interesting market because they're super, super deep and super broad and quite lots of inefficiency, lots of opportunity to root out.

Onshore Chinese equities are up nearly 30% in dollars over the last year.

So you're absolutely right.

In index terms, in EM, there's something very much going on amongst those big semiconductor names in both memory and logic.

But below the hood, there are many other stories going on as well.

So I think we could probably take a step.

I'm going to sort of probably mark my scorecard as could do better, but altogether not terrible.

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