Name: Headwinds or Tailwinds- RBC 2021 Emerging Markets Outlook
Start: 2021-01-19T15:00:00Z
End: 2021-01-19T15:00:41.000Z
Location: BrightTALK
Rating: 4.8

Proprietary research, global expertise and unique perspective from our investment professionals to the marketplace

In our judgement, U.S. small cap stocks often get “no respect” from investors. This is remarkable, because as an asset class, they have provided compelling long-term performance compared to the alternatives like U.S. large cap stocks. 

Small cap stocks possess intrinsic characteristics that should be attractive to long-term investors, and have important catalysts that make them timely investments in the current market environment, in our view.

During our upcoming webinar, Murphy O’Flaherty, Portfolio Manager with RBC Global Asset Management’s U.S. Small Cap team, and Euan Sanderson, Institutional Portfolio manager will discuss the team’s view on the asset class.  Please join us on June 26, 2024 at 1:00 ET when Murphy will share her insight on the current market environment and where we are finding the most attractive risk-adjusted opportunities.

Small but Mighty: 7 compelling reasons to consider small cap stocks

As emerging market equities continue to chase their fixed income counterparts, Phil Langham, Head of Emerging Markets Equities and Senior Portfolio Manager, shares his insights on factors driving growth and opportunities within equities. 

We invite you to join our webinar to learn more about: 
• Our investment team’s approach
• China’s impact on emerging markets
• Technology stocks in emerging markets
• What’s next in emerging markets

Date: Wednesday, May 15, 2024 
Time: 11:00 - 11:45 AM ET

Featured Speakers
Phil Langham
Head of Emerging Markets Equities and Senior Portfolio Manager 
RBC Global Asset Management 

Alissa Howard
Institutional Portfolio Manager 
RBC Global Asset Management

Dynamics of Emerging Markets: Looking Beyond China in EME

Market-driven returns are key. Twenty-five years ago, impact investing was viewed as concessionary. However, this perception is shifting as investors seek market-based solutions to address social and environmental challenges.

Our Impact Investing team is dedicated to fostering resilient communities through fixed-income investments that offer safety, liquidity, and competitive returns. We believe that impact investing enables investors to pursue financial returns while making tangible contributions to society.

Get your impact investing questions answered in this live webinar covering:

-How we define impact investing
-Our approach to impact investing
-Positive impact on communities
-How we measure our impact

Impact Investing: The intersection of financial returns and positive impact

Join us on January 31st as we evaluate perspectives on emerging markets in 2024 and their implications for investors at the 8th annual emerging markets perspectives webinar, featuring Laurence Bensafi, Deputy Head of RBC Emerging Markets Equity and Portfolio Manager, and Polina Kurdyavko, Head of BlueBay Emerging Markets and Senior Portfolio Manager.

Key areas of discussion will include:
-Reasons to invest in emerging markets in 2024
-Portfolio manager perspectives on how inflation, monetary policy, elections and more will play out in select countries
-Risk factors and potential rewards investors should consider when investing in emerging markets
-First-hand insights from the road: China, India, Turkey, Mexico, and others…

Featured Speakers
Laurence Bensafi, Deputy Head of RBC Emerging Markets Equity and Portfolio Manager at RBC GAM
Polina Kurdyavko, Head of BlueBay Emerging Markets and Senior Portfolio Manager at RBC GAM
Moderator: Jason Pasquinelli, Managing Director and Head of Client Solutions at RBC GAM

For additional emerging markets insights, please visit our website: 
https://institutional.rbcgam.com/en/us/insights/archive?category=emergingMarketDebt,emergingMarketsEquity

Beyond Borders: An Emerging Markets Growth Renaissance - EM Webinar 2024

Join us on January 24th as we evaluate the outlook for US Fixed Income markets in 2024 and its implications for investors. This discussion brings together Andrzej Skiba, BlueBay Head of US Fixed Income, Tim Leary, Senior Portfolio Manager and Brian Svendahl, Senior Portfolio Manager with the BlueBay US Fixed Income team at RBC GAM.

Key areas of discussion will include:
• Risk factors and potential opportunities in Investment Grade, High Yield and Asset Backed securities.
• Our view on how US economic growth and inflation will affect policy makers. 
• The primary beneficiaries of investor’s re-engagement with fixed income. 
• A view on the fundamental and technical factors supporting debt markets.

Focus on U.S. Fixed Income: What to watch in 2024

After a challenging decade for emerging market equities, Phil Langham, Head of Emerging Markets Equities and Senior Portfolio Manager shares key developments within the asset class. 
We invite you to join our webinar to learn more about:

1) Our outlook on Emerging Markets
2) Drivers of China’s recent performance and the path ahead
3) The outlook for technology and AI in EM

Emerging Markets Equity: The next chapter

Despite the uncertainty in the global economy, emerging markets have had a strong start to the year as significant tailwinds could continue to drive momentum in the asset class. Even as uncertain and riskier markets and economic dynamics continue, there are enduring and compelling opportunities in EM. Indeed, local and hard currency, loans and absolute return funds are all well positioned to capture EM potential.

Capturing emerging market potential

After years of rock bottom short term interest rates, yields today are significantly more attractive than they were a year ago –
and reaching some of the highest levels not seen in the last several years for short term fixed income investors.  Creating more opportunities for investors to reinvest at attractive levels and add meaningful income potential to portfolios.

Replay: Liquidity Management - Putting Cash to Work

After a challenging decade for emerging market equities, Phil Langham, Head of Emerging Markets Equities and Senior Portfolio Manager shares key developments within the asset class. 
We invite you to join our webinar to learn more about:

1) Our outlook on Emerging Markets
2) Drivers of China’s recent performance and the path ahead
3) Positive developments in ESG-related reforms

Emerging Market Equities at the Crossroads

As portfolios adjust to protect against a drag in performance from rising rates and inflationary  
concerns, investors increasingly find themselves on the hunt for income. Join us to discuss the health of the High Yield market, concerns around continued interest rate hikes and current positioning.

Is it time for High Yield?

Sky high inflation, rising interest rates, and a stronger dollar formed the perfect storm in 2022, catching investors in a downdraft with little room to run. Amidst a sea of net negative total returns in many asset classes, there may be a haven for investors in emerging markets. Will the reopening of the Chinese economy indicate a new regime in 2023?

Join us on February 1st as we evaluate the outlook of emerging markets in 2023 and its implications for investors in the 7th annual emerging markets webinar, featuring Laurence Bensafi, Portfolio Manager and Deputy Head of RBC Emerging Markets Equity, and Polina Kurdyavko, Senior Portfolio Manager and Head of Emerging Markets, BlueBay Fixed Income Team.

Featured Speakers
Laurence Bensafi
Deputy Head of RBC Emerging Markets Equity, Portfolio Manager
RBC Global Asset Management (UK) Limited 

Polina Kurdyavko
Head of Emerging Markets, Senior Portfolio Manager
BlueBay Fixed Income Team

Moderator
Jason Pasquinelli
Managing Director, Head of Consultant Relations
RBC Global Asset Management (U.S.) Inc.

Entering a new regime — Emerging markets webinar 2023

The Fed's upward moves have been highly anticipated among many market participants, especially cash and short term investors looking to earn more yield.

The Liquidity Management - Putting Cash to Work webinar will explore options available to Advisors and their clients.

Liquidity Management: Putting Cash to Work

We invite you to join our emerging markets experts for a webinar on the state of Emerging Markets (EM) in 2022. Investment professionals will provide insight into the ideas shaping our 2022 emerging markets outlook and address the distinct forces influencing the emerging markets landscape. 

Topics to be addressed include: 
- EM fundamentals in the aftermath of a pandemic 
- EM performance against a backdrop of tapering / rate hikes 
- China: opportunities and risks
- Increasing relevance of ESG in EM investing

Featured Speakers:
Polina Kurdyavko
Head of Emerging Markets
Senior Portfolio Manager
BlueBay Asset Management LLP

Mayur Nallamala
Head of Asian Equity
Senior Portfolio Manager
RBC Global Asset Management (Asia) Limited 

Richard Farrell
Portfolio Manager 
RBC Emerging Markets Equity
RBC Global Asset Management (UK) Limited

Moderated by: 
Alissa Howard
Institutional Portfolio Manager
RBC Global Asset Management (U.S.) Inc

Emerging Markets Outlook 2022

Session 2: Be part of the conversation as we take a closer look into the 2021 Responsible Investment survey results surrounding climate change and the institutional response to related investment policies.

Climate change: Implications for institutional investors

Session 1: Join us as we discuss the key themes revealed in the global 2021 Responsible Investment survey and their implications for institutional investors.

Responsible Investment Survey: Key themes revealed

Please join Laurence Bensafi, Lead Portfolio Manager, Emerging Markets Value Equity, in conversation with Dijana Jelic, Product Specialist, RBC Global Asset Management (UK) Limited, as they discuss their recently-published report: Rethinking Value investing in emerging markets.

In this short webinar, Laurence and Dijana will talk about the current investment landscape for Value stocks, explain the reasons for the style’s underperformance in recent years, and highlight the factors that could potentially drive a future style reversal.

Rethinking Value investing in emerging markets

Ron Homer, Chief Strategist, US Impact Investing and President, and Mindy Frye, Institutional Portfolio Manager at RBC Global Asset Management, will discuss the results of the 2020 elections and how they are expected to influence impact investments.

U.S. post-election perspectives: What is the Impact?

We invite you to join our emerging market credit and equity experts for a live webinar for institutional investors on January 19 at 10am ET. Investment professionals will provide insight into the tailwinds and headwinds shaping our 2021 emerging markets outlook. Topics to be addressed include:
       
           *   Perspectives on the China recovery story; implications for EM
  
           *   Investing against a backdrop of sovereign debt restructurings

           *   Finally time for EM local markets to shine?

           *   ESG and EM - mutually exclusive or can the two co-exist?




Moderator:
Kevin Dockrell
Institutional Portfolio Manager
RBC Global Asset Management

Panelists
Polina Kurdyavko
Partner, Head of Emerging Markets Senior Portfolio Manager
BlueBay Asset Management

Laurence Bensafi, CFA
Deputy Head, Emerging Markets Equity
RBC Global Asset Management

Mihai Florian
Senior Portfolio Manager
BlueBay Asset Management

Richard Farrell
Portfolio Manager, Emerging Markets Equity
RBC Global Asset Management

Headwinds or Tailwinds- RBC 2021 Emerging Markets Outlook

Emerging Markets

Covid-19

Geo-political

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Headwinds or Tailwinds- RBC 2021 Emerging Markets Outlook

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RBC Global Asset Management (US)