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Webinars

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January 27, 2021
Emerging Markets
Disruption Spurs Opportunities in Today’s Emerging Markets
David Semple
  • Market Review of 2020 – Strange Days Indeed
  • EM Outlook for 2021 and Beyond
  • Disruption and Digitization as an Investable Structural Growth Theme but with Valuation Challenges
Watch Replay
December 17, 2020
Emerging Markets
Emerging Markets Bonds: Sailing Closer to Shore
Eric Fine
Salvatore Catalano
  • Synchronized global growth downturn but EM looks stronger
  • The unprecedented global stimulus is working
  • Lower debt levels and high real rates leave room for policy
  • EM debt overlooked in midst of global panic?
Watch Replay
April 14, 2020
Emerging Markets
How the impact of COVID-19 shapes future investment in EM
David Semple
  • Market Overview and Recent Trends
  • Current Positioning and Outlook
  • Beyond Coronavirus: Finding Investment Opportunities in the EM Space
Watch Replay
March 31, 2020
Emerging Markets
Navigating the Markets: Has China Turned the Corner on COVID-19?
David Semple
  • The impact of China’s virus response on its economic and social recovery
  • Implications on companies within e-commerce, healthcare and education
  • Focusing on the long-term growth prospects across EM
Watch Replay
October 29, 2019
Emerging Markets
Emerging Markets Local Debt: Yield and Diversification
Fran Rodilosso
  • How DM and EM central bank policy is impacting returns
  • What factors could drive EMFX returns going forward?
  • China’s upcoming inclusion in the index
Watch Replay
October 23, 2019
Emerging Markets
Capture Structural Growth in EM
David Semple
  • Market Overview and Recent Trends
  • China and its impact on EM
  • Key Portfolio Holdings  
  • Current Positioning and Outlook
Watch Replay
August 09, 2019
Emerging Markets
Rally on Hold, but for How Long
Eric Fine
Anthony Sassine, CFA
  • Market Overview and Recent Trends
  • Trade Tensions vs. Loose Monetary Policy
  • Current Positioning and Outlook
Watch Replay
July 23, 2019
Emerging Markets
Capture Structural Growth in EM
David Semple
Anthony Sassine, CFA
  • Market Overview and Recent Trends
  • China and its impact on EM
  • Key Portfolio Holdings  
  • Current Positioning and Outlook
Watch Replay
June 19, 2019
Emerging Markets
Capture Emerging Markets Structural Growth
David Semple
Anthony Sassine, CFA
  • Emerging markets outlook
  • Developments and impact of China
  • Structural growth themes
  • Key portfolio holdings
Watch Replay