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.
RecordedOct 25 201649 mins
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Colin Robertson - Managing Director, Fixed Income Group
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A New Chapter in Emerging Market GrowthJohn Keshner, MD, Endowments & Foundations, Bei Saville, CFA, CAIA, Client Investment Officer, Endowments & Foundations[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]48 mins