Emerging market equities: Where next?

The upcycle for EM equities should continue over the next few years - a cycle which looks set to highlight the changing face of EM. Urs will walk through the new dynamic, away from commodities increasingly toward domestic drivers. He will then explain the success behind his team's emerging markets fund, the product of careful bottom-up selection based on fundamental "boots on the ground" research. About the presenter Urs Antonioli heads investment management and research for Emerging Europe, the Middle East and Latin America. He manages a team of analysts researching companies, industries and countries in the above region. Urs is a member of the UBS Asset Management Emerging Markets Strategy Committee. Urs began his financial career by joining the UBS Zurich graduate training programme in 1994. In 1995 he moved to UBS Asset Management to launch and manage the first UBS emerging market fund investing in Eastern European countries. From 1996 to 2000, his responsibilities comprised management of all Eastern European portfolios managed at UBS. He has spent more than eight years in research activities, specializing in energy, telecommunications, basic materials and the technology sector. He took up his present position in August 2001.