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EMERGING MARKETS: RESILIENCE & GROWTH

  • Web Conference
  • Thu, 7. September 2023
  • 9:30am CEST

OVERVIEW

With a still gloomy outlook for most developed countries, many emerging markets are picking up pace. However, this year still has a number of challenges, such as rising inflation, interest rate hikes, debt recovery, and China’s slow growth post its zero-Covid policy. In this difficult market environment, where do the investment opportunities in EMs lie? In our web conference, international investment experts will share their insights and highlight the potential of emerging markets.

Exclusively for institutional and professional investors from Germany, Austria and Switzerland.

All presentations will be held in English.

Presentations from

Agenda

Thu, 7. September 2023

9:30am CEST

Start of Event

9:35am - 10:05am CEST

Will Value continue to outperform in EM Equities?

Samuel Bentley, Client Portfolio Manager, Eastspring Investments

Disciplined Value investing in Emerging Market equities has been demonstrating its credentials over the last few years, with consistent outperformance of other approaches. We believe that Value investing remains the right approach for long-term investing in Emerging markets and that the near-term and long-term outlook for Value investing remains compelling.

10:05am - 10:35am CEST

More buying EM, less questioning

Robert Simpson, Co-Head EM Hard Currency Debt, Pictet Asset Management

Pictet Asset Management in their 5-year outlook expect the highest potential from Fixed Income returns in Emerging Debt asset classes. Why? Boosted by the end of global monetary tightening, positive trade developments as commodity prices trend higher, etc. In his presentation, Robert Simpson will discuss these and other compelling reasons for allocating money to Emerging Markets in the fixed income asset class.

10:35am - 11:05am CEST

New realities in Asia: opportunities amidst uncertainty

Robert Gibbs, Head of Product Specialist APAC, DWS

Asian dollar credit is undergoing a profound transformation as investors look for greater in-region diversification and focus on new growth opportunities in APAC. In particular, the growing dominance of investment grade rated issuers in the Asian credit is helping create a more balanced and less volatile market that compares well to developed markets on a variety of measures.

11:10am CEST

End of event

Speakers

Samuel Bentley

Sam Bentley joined Eastspring Investments as Client Portfolio Manager, in August 2008. He is the Client Portfolio Manager for the Global Emerging Market and Regional Asia equity strategies. Prior to joining Eastspring Investments, he worked at Henderson Global Investors in London for 8 years in a number of roles including Global Investment Strategy, Global Bond Portfolio Management and Institutional Marketing.

Robert Simpson

Robert Simpson joined Pictet Asset Management in 2019 and is co-lead of Hard Currency Emerging Debt strategies and Senior Manager for Global EM Debt portfolios. Before joining Pictet Asset Management, Robert spent 13 years at Insight as a Portfolio Manager focusing on hard and local currency EM Debt portfolios.

Robert Gibbs

Robert Gibbs joined DWS in London in 2012 with 5 years of industry experience. Prior to his current role, Robert Gibbs was an Investment Consultant focused on fixed income research at P-Solve Meridian, having begun his career at HSBC Global Asset Management.

Moderator

Thomas Schalow

Thomas Schalow is the CEO of Capitalmarkets.net. He 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.