A New Chapter in Emerging Market Growth

Presented by

John Keshner, MD, Endowments & Foundations, Bei Saville, CFA, CAIA, Client Investment Officer, Endowments & Foundations

About this talk

In a historically low-yielding global environment, investors are increasingly looking beyond traditional investment opportunities. Emerging markets, with improving macroeconomic policies, strengthening domestic demand, stronger balance sheets and higher FX reserves are ripe for investors seeking additional sources of return. However, with a broadening emerging market universe expanding to include Africa and Middle East, investors need to understand the risks and vulnerabilities inherent in these markets. Looking through the lens of an investor we will discuss strategies and ways to manage your EM exposure. Discussion topics will be focused on: • The significance of the emerging markets growing share of global GDP • Identifying resilient emerging market opportunities • An investment framework that explores thematic investment opportunities focused on the strength of domestic demand • Prudent management of investment risks and regulatory frameworks in individual markets Register now to hear from our industry experts on how to assess the relative risks and take advantage of the growing opportunities in the expanding emerging market economies.

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Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives. Entrusted with $914 billion in assets,* we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. *Assets under management as of March 31, 2020. Northern Trust Asset Management is composed of Northern Trust Investments, Inc. Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K, NT Global Advisors Inc., 50 South Capital Advisors, LLC and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company. Important disclosures: https://www.northerntrust.com/united-states/terms-and-conditions