Emerging Markets Outlook: Opportunities and Risks

Bridget Hughes (Moderator), Morningstar; Kevin Daly, Aberdeen, Peter Marber, HSBC; Michael McGowan, Forward
Options abound for investors wanting to get involved in emerging markets. But which present the best opportunities today? Join three emerging-markets investors as we explore the nuances of emerging-markets investing.

Discussion topics:

Emerging Markets vs. The Rest of the World
• Emerging markets, a safe haven?
• Decoupling of emerging markets from the rest of the world

Emerging Markets Stocks vs. Emerging Markets Bonds
• Valuation
• Other Considerations

Opportunities & Risks
• China
• Other Opportunities
• Currency
• Yield

Moderator:
* Bridget Hughes, Analyst, Morningstar

Panelists:
* Kevin Daly, Portfolio Manager, Aberdeen Asset Management
* Peter Marber, Chief Emerging Markets Debt Business Strategist, Americas, HSBC Global Asset Management
* Michael McGowan, Portfolio Manager, Forward
Jul 25 2012
50 mins
Emerging Markets Outlook: Opportunities and Risks
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    With the threat of rising rates still looming, investors may want to consider shifting exposures away from bonds to other types of income-producing strategies, such as real estate investment trusts (REITs).

    Join Portfolio Managers Joel Beam and Ian Goltra for a webcast on the topics:

    •Understanding interest rates: past and present
    •Examining the relationship between rising rates and asset prices
    •Discovering what differentiates REITs and bonds
  • Commodities Update with Nathan Rowader Recorded: Apr 16 2014 19 mins
    Please join us for an informative webcast featuring Forward Director of Investments & Senior Market Strategist Nathan Rowader. Nathan will discuss the current state of the commodities market and his future outlook. He will also review the Forward Commodity Long/Short Strategy Fund’s Q1 performance.
  • The Quarterly Macro Market Update Recorded: Apr 8 2014 45 mins
    We live in changing times and there is no lack of macro events for today’s markets to navigate. Join us for an informative discussion with Jim Welsh, Forward Portfolio Manager, as he assesses the macro market landscape and helps us better understand the forces that could drive market trends.
  • Emerging Markets: Looking Beyond the Headlines Recorded: Feb 20 2014 45 mins
    Join a team of Forward EM specialists for a webcast to learn more about:
    •The appeal of family businesses and other dividend-payers
    •Growth in infrastructure and a rising middle class
    •Frontier markets, the next wave of global development
    •Strategies for risk avoidance
  • The Quarterly Macro Market Update Recorded: Jan 29 2014 41 mins
    We live in changing times and there is no lack of macro events for today’s markets to navigate. Join us for an informative discussion with Jim Welsh, Forward portfolio manager, as he assesses the macro market landscape and helps us better understand the forces that could drive market trends.
  • New Durable Income Strategies Recorded: Nov 12 2013 45 mins
    Forward has searched the globe for income opportunities that address today’s challenges – and our newest strategies aim to achieve durable yields for investors while also minimizing risk and volatility.

    Forward Dynamic Income: A managed beta portfolio that seeks bond-like outcomes while minimizing bond risk factors with a hedged, dividend capture strategy.

    Forward Select Income Opportunity: A fund that seeks attractive, consistent total returns with a substantial income component and invests across the capital structure of asset-rich companies.

    Join Forward portfolio managers for this webcast to learn about our latest investment strategies for uncovering new sources of income.
  • Macro Market Update Recorded: Oct 31 2013 45 mins
    We live in changing times and there is no lack of macro events for today’s markets to navigate. Join us for an informative discussion with Jim Welsh, Forward portfolio manager, as he assesses the macro market landscape and helps us better understand the forces that could drive market trends.

    This quarter, we will discuss the following topics:

    • Is U.S. GDP growth driving up the stock market or is it P/E expansion?
    • A lot of economists point to a synchronized global recovery for Emerging Markets. Have they hit bottom? Is it time to buy?
  • The Quarterly Macro Market Update Recorded: Jul 10 2013 43 mins
    We live in changing times and there is no lack of macro events for today’s markets to navigate. Join us for an informative discussion with Jim Welsh, Forward Portfolio Manager, as he assesses the macro market landscape and helps us better understand the forces that could drive market trends.

    This quarter, we will discuss the following topics:

    Outlook for QE3 and tapering by the Federal Reserve

    Will the “Abenomics” recovery come at the expense of other countries?

    If investors are misguided about how soon the Fed will adjust QE3, how might bonds and stocks respond?
  • Seven Mistakes Dividend Investors Commonly Make and How to Avoid Them Recorded: Jun 4 2013 36 mins
    At a time when fixed-income yields are near historical lows, investors are looking to dividends as an alternative income source. But as straightforward as dividend investing may appear, mistaken assumptions and misperceptions can undercut both income and total return potential.

    Join Forward’s Dividend Signal Strategy™ team as they discuss seven common mistakes dividend investors make and how to avoid them. Topics will include yield and growth factors, international investing, ETFs and more.
  • The 5% Problem: Double Jeopardy for Traditional Bond Investors Recorded: Apr 16 2013 30 mins
    Investors have been conditioned to believe that traditional bonds are safe and can deliver 5% annualized yields over the long term. In the current climate, neither may be true.
    Join the webcast as Nathan Rowader provides answers to many questions your clients may have regarding income investing, including:
    •Is the bull market for bonds over?
    •What is the impact of rising interest rates?
    •Where might opportunities exist in this new environment?
  • The Quarterly Macro Market Update Recorded: Apr 10 2013 37 mins
    We live in changing times and there is no lack of macro events for today’s markets to navigate. Join us for an informative discussion with Jim Welsh, Forward Portfolio Manager, as he assesses the macro market landscape and helps us better understand the forces that could drive market trends.

    This quarter, we will discuss the following topics:
    •Are there obstacles to the U.S. economy continuing to expand?
    •Overview of Global Markets and pockets of opportunities: Where are the opportunities for investors?
  • Forward, The new direction of investing Recorded: Mar 1 2013 2 mins
    Alan Reid, Forward CEO, discusses our company, our products and what investors are looking for in our latest video.
  • How Real is the Recovery in Commercial Real Estate? Recorded: Feb 28 2013 39 mins
    Commercial real estate markets appear to be entering an extended cycle of recovery. Institutions and private equity funds are taking note as they ratchet up their real estate commitments. Please join an informative and entertaining webcast with Forward’s Real Estate team to learn more about what’s behind this powerful new cycle.
  • Emerging Markets Outlook for 2013 Recorded: Feb 13 2013 56 mins
    Emerging markets have truly evolved, with the four major countries that became synonymous with emerging markets — Brazil, Russia, India and China — facing slower growth and some of the hiccups of development. Now, many smaller countries not top of mind with investors are exhibiting some of the growth expected of emerging markets.

    So, what exactly are emerging markets now and how should investors allocate their money to these markets? Where within this universe are the best opportunities, given that some of these smaller markets like Turkey and Thailand have logged double-digit gains in 2012 while Brazilian and Chinese names have lagged? And what about bonds? Where is the opportunity? Corporate debt? Local-denominated bonds?

    Join this live roundtable discussion as experts share their thoughts on where the best opportunities lie and where emerging markets are headed in 2013.

    Panelists:
    * Reshma Kapadia, Staff Writer, Barron's Magazine (Moderator)
    * Bruce Brewington, PM, Forward Management, LLC
    * Rob Lutts, CIO, Cabot Money Management
    * Robert J. Luna, CEO, Surevest Capital Management
  • Widening the Search for Income: The Potential and the Pitfalls Recorded: Jan 29 2013 43 mins
    While many traditional income strategies are falling short of investors’ needs, the global investment landscape holds an expanding array of income-generating strategies. How can investors navigate the risks and opportunities they present?

    Join us for a virtual roundtable exploring this new generation of income approaches. Forward research and investment professionals specializing in these strategies will brief you on the basics, share their insights and answer your questions.
  • Quarterly Income Builder Update Recorded: Jan 16 2013 8 mins
    Nathan Rowader, Forward’s Director of Investments & Sr. Market Strategist, presents a fourth quarter review of the Forward Income Builder Fund.
    Highlights of Nathan’s presentations include:
    • The current state of traditional asset allocation funds and income sources
    • Growth opportunities in the current market
    • Performance and allocation summary
  • Quarterly Allocation Funds update Recorded: Jan 16 2013 9 mins
    Nathan Rowader, Forward’s Director of Investments & Sr. Market Strategist, presents a fourth quarter review of the enhanced Forward Global Asset Allocation Series and Forward Income Builder Fund.
    Highlights of Nathan’s presentations include:

    •The current state of traditional asset allocation funds and income sources
    •Growth opportunities in the current market
    •Performance and allocation summary
  • The Quarterly Macro Market Update Recorded: Jan 10 2013 40 mins
    We live in changing times and there is no lack of macro events for today’s markets to navigate. Join us for an informative discussion with Jim Welsh, Forward Portfolio Manager, as he assesses the macro market landscape and helps us better understand the forces that could drive market trends.
  • What’s Next for Alts? What Your Clients Need to Know Recorded: Dec 18 2012 32 mins
    Alternative strategies are capturing a growing share of fund flows, yet they remain a source of controversy and confusion--especially in periods when stocks are performing well. Many investors are unclear on what "alternative" means, let alone why they may want to consider alternative investments for their portfolios. This interactive session is designed to give advisors input that may help frame the conversation:

    - What defines an investment strategy as "alternative"?
    - What roles do they play in investment portfolios?
    - What are the best yardsticks for measuring results?
    - How should Advisors evaluate alternative strategies?
    - What should clients expect if they invest?
  • Emerging Markets Investing: Mega Trends and Opportunities in Asia-Pacific Recorded: Nov 28 2012 53 mins
    What are the key industry sectors that will drive medium term growth in Asia-Pacific? Can your client's portfolio benefit from these emerging stars? Can you manage the high-growth and risk trade-offs? Join Sath Rao, VP of Emerging Market Innovation at Frost & Sullivan, as he leads 2 panelists to discuss the key trends that are providing unprecedented opportunities in Asia-Pacific.

    Moderator:
    * Sath Rao, VP of Emerging Market Innovation, Frost & Sullivan

    Panelists:
    * Michael McGowan, Portfolio Manager, Forward International Real Estate Fund
    * R. Burns McKinney, CFA, Managing Director, Portfolio Manager/Analyst, NFJ Investment Group
The New Direction Of Investing
The world has changed, leading investors to seek new strategies that better fit an evolving global climate. Forward's investment solutions are built around the outcomes we believe investors need to be pursuing – non-correlated return, investment income, global exposure and diversification. With a propensity for unbounded thinking, we focus especially on developing innovative alternative strategies that may help investors build all-weather portfolios. An independent, privately held firm founded in 1998, Forward (Forward Management, LLC) is the advisor to the Forward Funds. As of March 31, 2014, we manage $5.2 billion in a diverse product set offered to individual investors, financial advisors and institutions.

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  • Title: Emerging Markets Outlook: Opportunities and Risks
  • Live at: Jul 25 2012 5:00 pm
  • Presented by: Bridget Hughes (Moderator), Morningstar; Kevin Daly, Aberdeen, Peter Marber, HSBC; Michael McGowan, Forward
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