EMERGING MARKETS OUTLOOK
Web Conference | Thu, April 15, 2021 | 4:00pm CEST
Overview
For most investors, growth potential and diversification effects are the most important reasons to invest in emerging markets. But 2020 was a difficult year for emerging markets. Several countries have weathered the crisis in very different ways. How does the situation look a year into the coronavirus pandemic? Which investment styles work in the current market phase? Which equity strategies are suitable to benefit from the recovery and growth of emerging markets?
Participation exclusively for professional investors from Germany, Austria and Switzerland.
All presentations will be held in English.
Presentations from
Agenda
Thu, April 15, 2021
4:00pm CEST
Start and welcome
4:05pm - 4:35pm CEST
Emerging Markets and Their Compelling Themes
Divya Mathur, Portfolio Manager Global Emerging Markets, Martin Currie (Franklin Templeton Group)
Emerging markets are going through a period of exciting change, creating opportunities for investors. We are now seeing world class companies in areas such as technology, clean energy and consumption. Divya will discuss the dominant themes we see today in emerging markets and why we believe they will be significant drivers of returns going forward.
4:35pm - 5:05pm CEST
Leveraging the Emerging Markets’ Consumer Growth Story
Malcolm Dorson, Portfolio Manager, Mirae Asset Global Investments
The newfound purchasing power of the rising middle class is opening up a new long-term investment opportunity, especially in emerging markets. The burgeoning megatrend will be further driven by population size, economic growth, urbanization, income expansion and younger workforces across emerging economies. Malcolm will talk about how to identify high-quality companies that can capitalize on this new and growing consumer base.
5:05pm - 5:35pm CEST
Finding Resilient Growth Opportunities in China
Andrew Mattock, Portfolio Manager, Matthews Asia
China’s expanding universe has created a myriad of opportunities for investing in areas of the market previously inaccessible for investors – including the rapidly expanding consumer and consumer-related sectors such as information technology, communication services, health care, and light industrials. Andrew discusses how he finds resilient growth opportunities at attractive valuations to construct a high conviction, unconstrained, all-shares China portfolio.
5:35pm - 5:45pm CEST
Wrap up by host, end of event
Speakers
Divya Mathur
Divya Mathur is co-manager of the Martin Currie Global Emerging Markets strategy, with responsibility for technology sector research. He joined Martin Currie in 2010 from SWIP, where he was investment director. Earlier, Divya spent over a decade at Henderson Global Investors.
Andrew Mattock
Andrew Mattock is a Portfolio Manager at Matthews Asia and manages the firm’s China and China Small Companies Strategies. Prior to joining the firm in 2015, he was a Fund Manager at Henderson Global Investors for 15 years, managing Asia Pacific and Chinese equities.
Malcolm Dorson
Malcolm Dorson is a Senior Portfolio Manager for Global Emerging Markets (“GEM”) at Mirae Asset Global Investments. He has managed the LATEMEA sleeves of the GEM fund and the GEM “Great Consumer Fund” since 2016 and the Mirae’s Brazil Fund, Russia Fund, and Emerging Europe Funds since 2015.
Moderator
Thomas Schalow
CEO & Founder of Capitalmarket.events. Thomas has over 25 years of experience in investment management, including various management roles at international investment firms. He publishes on financial topics and regularly moderates investment events.
Presentations from