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Baring's Levy: health care and oil can drive frontier market returns

Baring Frontier Markets Fund manager Michael Levy is seeing promising health care and financial opportunities in the Middle East, Thailand and Myanmar, and is looking to tap the rich oil potential of Kurdistan.

Levy says that frontier markets are better insulated than many emerging markets for dealing with the volatility surrounding the Fed's tapering uncertainty, and explains why corporate governance and liquidity are such key issues when investing in frontier markets.

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Michael Levy
Michael Levy
6/15 in Equity - Russia (Performance over 3 years) Average Total Return: 46.61%