Name: Why invest in emerging markets?
Start: 2018-02-01T10:00:00Z
End: 2018-02-01T10:00:04.000Z
Location: BrightTALK
Rating: 0

After a long period of calm in financial markets, 2018 has seen a significant increase in volatility. Bond yields and credit spread have risen, whilst uncertainty around global trade has increased, several emerging markets have been under the spotlight and political risk in the Eurozone has re-emerged. This has all proven a very challenging backdrop for fixed income strategies. In this context, Gordon Harding, Investment Specialist at UBS Asset management will outline current opportunities and discuss how the new UBS Global Strategic Bond Fund provides a solution to fixed income investing in this more uncertain environment.

Fixed income investing in an uncertain world

China has dominated discussions about investing in emerging markets over the past couple of years. While important to the future of emerging market investing, China alone is not the only reason. Opportunities emanate from a broad range of countries and sectors.


On May 15, join UBS Asset Management's Barry Gill, Head of Active Equities, and Emerging Markets Equities Portfolio Managers, Urs Antonioli and Gabriel Csendes, for a live webinar where they will discuss:  
• Why emerging markets remain attractive and are outperforming developed markets
• Geopolitical and macroeconomic risks
• Global issues affecting key emerging market countries, and opportunities for institutional investors in Russia, Brazil, Mexico and Central Europe

Uncovering the hidden gems in non-Asia EM investing

Some of the biggest risks to market performance in 2018 are accelerating inflation and more aggressive monetary tightening, increased protectionism, and a sharp economic slowdown in China. In the first few months of the year, there have been developments related to these risks, with rising US Treasury yields and trade tensions with China contributing to unsettled markets. 

On May 2, join UBS Asset Management's Erin Browne, Head of Asset Allocation Investment Solutions, and Geoffrey Wong, Head of Emerging Markets and Asia-Pacific Equities, for a special webinar where they will discuss their current outlook for markets and asset allocation in the coming months.

Navigating the risks and opportunities for global markets in 2018

Hayden Briscoe discusses the key issues for investors in China

China: The Key Issues for Investors in 2018

Suni Harford discusses the implications of China's increasing economic prowess and the globalisation of its financial markets for global investors and their portfolios

China: A Global Investor's Perspective

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.

Emerging market equities: Where next?

A brief discussion with Geoffrey Wong on the key themes in Emerging Markets

Why invest in emerging markets?

Emerging Markets

UBS Asset Management

UK Financial Advisors

Equities

UBS AM

Researcher

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Why invest in emerging markets?

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