EMERGING MARKETS - NEW ANCHOR OF STABILITY?
Web Conference | Thu, Aug 6, 2020 | 9:30am CEST
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.
Start and welcome
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.
Andreas Fischer, Senior Portfolio Manager, Credit Suisse Asset Management presented by Credit Suisse Deutschland AG
Emerging market corporate bonds have evolved significantly over the last 20 years and have established itself as a distinct asset class. It offers attractive opportunities versus its developed market counterparts. In the current environment of record low interest rate, to what extent can emerging market credit provide the classical “fixed income” element as part of a diversified global fixed income portfolio?
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.
Wrap up by host and end of event
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, 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, 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.
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