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
  • Channel
  • Channel profile
  • The Quarterly Macro Market Update Recorded: Apr 16 2015 49 mins
    Jim Welsh, Norman Mains
    Jim will share with you his expert views on the current macro market landscape and the forces that could drive market trends in coming months, including:

    The economic health of the U.S., including jobs, income and Fed "patience"

    Monetary policy in the eurozone, China and Japan

    Global supply and demand dynamics of oil
  • The Quarterly Macro Market Update Recorded: Jan 15 2015 48 mins
    Jim Welsh, Norman Mains
    We live in changing times with no lack of macro events for today’s markets to navigate. Jim Welsh, Forward Portfolio Manager and Tactical Strategist, assesses the macro market landscape and the forces that could drive market trends.
  • The Quarterly Macro Market Update Recorded: Oct 8 2014 47 mins
    Jim Welsh, Norman Mains
    We live in changing times with no lack of macro events for today’s markets to navigate. Jim Welsh, Forward Portfolio Manager and Tactical Strategist, assesses the macro market landscape and the forces that could drive market trends.
  • Stand Up For Financial Literacy Recorded: Aug 1 2014 45 mins
    Sarano Kelley, Lee Kowarski, Ted Richane
    As a financial professional, have you ever wondered why personal finance is not taught more effectively in our nation’s schools? Have you ever considered that something can and should be done about it? Join this webcast to learn more about an industry-wide effort to make financial illiteracy history.

    This webcastwill show you how you can get involved with the Stand Up For Financial Literacy campaign. The presenters include Sarano Kelley, from the Kelley Group, Lee S. Kowarski, President of the kasina Youth Foundation, and, Ted Richane, Vice President of Pro Social.

    This is the first step in a series of volunteer informative sessions and fundraisers supporting this important cause. Among these are the “Nine and Dine” fundraiser and strategy events hosted by TOUR GCX.

    Please join us to learn how you can get involved.
  • The Quarterly Macro Market Update Recorded: Jul 9 2014 45 mins
    Jim Welsh, Norman Mains
    In this installment of the Macro Market Update, Jim will assess the current macro market landscape and the forces that could drive market trends in the coming months.
  • Putting Liquid Alts to Work: A Guide to Building More Resilient Portfolios Recorded: Jun 26 2014 56 mins
    Norman Mains, Jim O'Donnell
    Join Norman Mains as he discusses:

    What are the advantages of liquid alternatives?
    How does the historical performance of liquid alts compare?
    How do liquid alts fit into investor portfolios?
  • REITs and Rates: Investing in REITs in Today’s Interest Rate Environment Recorded: Apr 29 2014 47 mins
    Joel Beam, Ian Goltra, Jim O'Donnell
    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
    Nathan Rowader
    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
    Jim Welsh, Norman Mains
    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
    David Ruff, Aaron Visse, Nathan Rowader
    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
    Jim Welsh, Norman Mains
    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.
  • Macro Market Update Recorded: Oct 31 2013 45 mins
    Jim Welsh, Norman Mains
    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
    Jim Welsh, Norman Mains
    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?
  • Forward, The new direction of investing Recorded: Mar 1 2013 2 mins
    Forward
    Alan Reid, Forward CEO, discusses our company, our products and what investors are looking for in our latest video.
  • Emerging Markets Outlook for 2013 Recorded: Feb 13 2013 56 mins
    Reshma Kapadia, Barron's Magazine; Bruce Brewington, Forward; Rob Lutts, Cabot Money Mngt; Robert Luna, Surevest Capital Mngt
    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
  • Emerging Markets Investing: Mega Trends and Opportunities in Asia-Pacific Recorded: Nov 28 2012 53 mins
    Sath Rao, Frost & Sullivan (Moderator); Michael McGowan, Forward; R. Burns McKinney, NFJ Investment Group
    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
  • Video: Emerging Markets Investing Recorded: Aug 6 2012 5 mins
    Joel E.D. Wells, Alpine; Matt Ryan, MFS; James Rehlaender, E.I.I. Realty Securities; Michael McGowan, Forward
    Short video featuring interviews conducted at the 2012 Morningstar Investment Conference.

    - Growth trajectory: emerging markets vs. developed markets
    - Questions financial advisors should ask when considering investing in emerging markets
    - How emerging markets will evolve in the future

    Featuring:
    *Joel E.D. Wells, PM, Alpine Woods Capital Investors
    * Matt Ryan, PM, MFS Investment Management
    * James Rehlaender, Managing Director & PM, E.I.I. Realty Securities
    * Michael McGowan, PM, Forward International Real Estate
  • Emerging Markets Outlook: Opportunities and Risks Recorded: Jul 25 2012 50 mins
    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
  • Emerging Markets and Real Estate Investing Recorded: Jun 20 2012 2 mins
    Michael McGowan, Forward Investing
    Michael McGowan, Portfolio Manager of Forward Investing, sharing his thought on emerging markets and real estate investing at the 2012 Morningstar Investment Conference in Chicago.
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.

Embed in website or blog

Successfully added emails: 0
Remove all
  • 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
  • From:
Your email has been sent.
or close
You must be logged in to email this