Emerging Markets – solving the 2016 equation

We believe 2016 will be another challenging year for emerging markets companies. While all corporates are trying to improve their profitability and competitive position, for investors, the combination of macroeconomic and political backdrop – multiplied by the company’s earning position will determine the parameters for investment returns during the year. In our latest webinar, Kim Catechis, Head of Global Emerging Markets, will share his insights on the 2016 investment environment for companies in the asset class. We all know that companies do not operate in a vacuum. In their efforts to capture the best opportunities and ultimately generate positive stock-driven client returns, fundamental research-driven investors ignore the macroeconomic and political climate within which their companies operate at their peril.