“What to do when emerging markets diverge?”

Presented by

Salman Ahmed, Global Chief Strategist

About this talk

We believe it’s time to reconsider your exposure to emerging markets. On this webinar we will discuss: The impact of divergence in emerging markets o Why recognising the increasing structural differentiation between each EM country and their different rates of real economic growth, inflation and budget balance dynamics is ever more important when investing in EM. Opportunities for growth and yield? o Emerging market fixed income offers an appealing yield-to maturity as interest rates in advanced economies are likely to remain low for longer in a world of global disinflation/deflation. Impact of emerging market currencies have falling to multi year lows? o Are there are opportunities appearing to benefit from this and should you be accessing EM in local or hard currency? Implementation Matters o Harnessing fundamentals to build fixed income portfolios in order to generate more efficient exposure to market beta in a world of lower liquidity, increased herding and central bank domination

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