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: 4.83

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

As yields climb to levels significantly higher than historic averages, and with limited near-term maturities in the space – public high yield bonds screen attractive to other assets.

Join Tim Leary, BlueBay Senior Portfolio Manager of Leveraged Finance at RBC Global Asset Management, to learn more about why we see opportunity in high yield bonds. 

Tim will cover: 
• Why yields and prices present an attractive entry point
• How public high yield bonds compare to private leveraged finance sectors (such as direct lending)
• Current fundamental strengths and weaknesses of the high yield bond market
• Benefits of our high yield strategies in times of market uncertainty

Speakers:

Tim Leary 
Senior Portfolio Manager 
BlueBay Fixed Income Team 
RBC Global Asset Management (US) Inc. 

Stephen Fitzsimmons 
Institutional Portfolio Manager 
BlueBay Fixed Income team 
RBC Global Asset Management (US) Inc.

The competitive advantage and outlook for high yield

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?

In this webinar moderated by Mike Higgins, Vice President & Portfolio Specialist, RBC Global Asset Management Inc., Polina Kurdyavko, Partner, Head of Emerging Market Debt & Senior Portfolio Manager, BlueBay Asset Management and Laurence Bensafi Portfolio Manager & Deputy Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited will share their perspective on the outcome of the election and what it means for emerging markets.

U.S. post-election perspectives: How the outcome will effect emerging markets

Eric Lascelles, Chief Economist at RBC Global Asset Management and Mark Dowding Partner, Chief Investment Officer, Senior Portfolio Manager, at BlueBay Asset Management LLP will explore the effects of the U.S. election in an interactive webinar moderated by Andrew Sweeney, Vice President & Institutional Portfolio Manager, PH&N Institutional. Together they will provide a global perspective on the economic and financial implications of the results.

U.S. post-election perspectives: A global macroeconomic view

RBC Global Asset Management is set to release its fifth annual survey of institutional opinions and observations on topics related to responsible investment. 

Please join us as a panel of responsible investment experts discuss the key themes revealed in this year's global survey and their implications for investors. Panelists will also address questions from the audience during this interactive webinar.

2020 Responsible Investment Survey: Key Themes Revealed

Head of Research & Senior Portfolio Manager, Guido Giammattei, introduces us to the topic of technological changes in emerging markets.

The future of emerging markets: Is there a tech bubble?

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

Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.

US Financial Advisors

Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.

US Wealth Managers

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Headwinds or Tailwinds- RBC 2021 Emerging Markets Outlook

Presented by

About this talk

More from this channel