EMERGING MARKETS - NEW ANCHOR OF STABILITY?

Web Conference | Thu, Aug 6, 2020 | 9:30am CEST

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Overview

In recent years, global growth has resulted from emerging markets. Young, aspiring populations and changes in global supply chains have led to strong growth dynamics. The forerunner China outshone all other emerging markets.

But China has long since moved beyond being the workbench of the world. In China’s shadow, other emerging markets are taking over these functions. As a result, a middle class with strong purchasing power and a high appetite for consumption is arising in many emerging markets. But how quickly can emerging markets catch up with the growth of the pre-Corona times?

Our web conference examines current emerging market trends. What promising equity strategies can investors pursue to invest in fast-growing emerging market companies? How can investors benefit from the long-term growth and higher interest rates of emerging market bonds?

Participation exclusively for professional investors.

All presentations will be held in English.

Presentations from

 

 

Agenda

 

Thu, Aug 6, 2020
9:30am CEST

Start and welcome

09:35-10:05am CEST

Value and Emerging Markets – a Contradiction?

Sam Bentley, Client Portfolio Manager, Eastspring Investments 

Post GFC we have seen investors build a substantial bias towards increasingly expensive quality and growth stocks in their Global Emerging Market equity portfolios which has been exacerbated this year by fears of COVID-19’s growth impact. Sam Bentley will introduce Eastspring’s valuation driven investment approach and discuss how an exposure to GEM value equities can help to diversify this risk and capture the opportunity.

10:05-10:35am CEST

Andreas Fischer, Senior Portfolio Manager, Credit Suisse Asset Management

Topic to be announced soon.

10:35-11:05am CEST

Navigating Emerging Market Debt through an ESG Approach

Charudatta Shende, Senior Client Portfolio Manager, Candriam

Emerging Market Debt benefits from growth potential and strong carry, but understanding the creditworthiness of issuers is key in extracting value from the asset class. Charudatta Shende will explain why a rigorous study of ESG criteria is vital as environmental, societal and governance factors have a significant impact on creditworthiness.

11:05-11:10am CEST

Wrap up by host and end of event

Speakers

Sam Bentley

Sam Bentley is the Client Portfolio Manager for Global Emerging Market and Regional Asia equity strategies at Eastspring Investments. He is responsible for representing the views and the strategies of the respective investment teams. Sam has 20 years of financial industry experience.

Andreas Fischer

Andreas Fischer, Director, has more than 19 years of investment experience in fixed income strategies. He has been with Credit Suisse since 2012 and currently manages hard- and local-currency emerging market bond portfolios and funds.

Charudatta Shende

Charudatta Shende, Senior Client Portfolio Manager within the Fixed Income Team at Candriam, is responsible for the communication regarding all FI strategies, focusing on EM debt and credit. He has over 14 years’ experience in the asset management industry, and 10 years within fixed income.


Registration

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