Emerging Markets: A Resilient Outlook 2023 | Pension & Investments | 14 June 2023 | Virtual
Venue
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| Event Date | Wed Jun 14 EDT - Thu Jun 15 EDT (over 1 year ago) |
| Location | Virtual |
| Region | All |
Details
Building on the encouraging post-pandemic trends of last year, emerging markets performance started the year strong. Valuations that had fallen dramatically now look attractive relative to developed markets. China’s reopening, divergent interest rates and lower inflation relative to the U.S. provide tailwinds as well. What are the countries and sectors with favorable structural trends and strong growth potential? How are asset managers applying fundamental, bottom-up analysis within their investment framework, both for equities and fixed income, that can withstand challenging market cycles? Active managers share a timely perspective on opportunities as well as challenges in the emerging markets, the need for diversified allocations over the long term, opportunistic situations, and their methodologies for alpha generation and ESG integration.
Speakers
2023 Speakers
PANELIST:
Alison Shimada
Senior Portfolio Manager, Total Emerging Markets, Allspring Global Investments
Alice Popescu, CFA, CMT
Portfolio Manager, Altrinsic Global Advisors
Luis Arcentales
Managing Director, The Rohatyn Group
MODERATED BY:
Howard Moore
Associate Editor, Content Solutions Pensions & Investments
Sponsors & Partners
2023 Sponsors
• Allspring
• Altrinsic
• The Rohatyn Group