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Charles Gillings

Charles Gillings

Charles Jillings is Chief Executive of ICM Investment Management and joint portfolio manager of Utilico Emerging Markets Trust plc.

Sep 2, 2026

19:13
One I'm always interested in you talking about is Latin America, because for many investors here, it seems to be written off, but not for you.
19:22
No, look, I think within each market, you can find a good entity.
19:28
And sure, valuations are high, but if you looked at India, we're investing in the India state grid.
19:36
The India state grid gets a real return.
19:40
And that's a real regulated return.
19:43
That's a fantastic opportunity.
19:44
We're investing at the moment.

10 MINS LATER

29:30
How much has the portfolio changed in the nearly three years since we spoke? And where are you seeing the opportunities today? What's the next, does the next two and a half years have in store for you, Ian?

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