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The European currency bond market has grown to become the largest part of the broader investible emerging markets debt arena, yet, it remains under-appreciated. At a time when many investors hesitate between concerns over rising rates and the belief that the bull market in fixed income is not over yet, local currency emerging market debt deserves to be given more attention than it often receives. The asset class offers multiple opportunities, collating a heterogeneous group of bond issuers, including countries in different stages of the economic and monetary policy cycle.

The sixth annual edition of Investing in Emerging Market Currencies & Debt, Europe 2019 report brings together pension funds, insurers, asset managers and other institutional investors. The report will explore and debate how the asset class has become deeper, with market liquidity improving, and broader, with more countries now issuing debt.

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SECTION 1


WHAT MAKES EMERGING MARKET DEBT TICK?

1.1 ROUNDTABLE DEBATE: Asset allocators are always on the lookout for beta opportunities. Can Emerging Market debt offer high return, low risk and low correlation with other assets in a portfolio?
Moderator:
- Venilia Batista Amorim, Report Publisher, Clear Path Analysis
Panellists:
- Representative to be confirmed, Mercer
- Confirmed: David Astley, Group Pensions Manager, Trinity Mirror Group
- Confirmed: John St Hill, Chief Investment Officer, Nest

1.2 INTERVIEW: Does ESG matter in Emerging Market debt?
- Representative to be confirmed, title, institution to be confirmed

1.3 ROUNDTABLE DEBATE: What trade barriers mean for new debt opportunities in Asian markets?
Moderator:
- Venilia Batista Amorim, Report Publisher, Clear Path Analysis
Panellists:
- Representative to be confirmed, title, institution to be confirmed
- Representative to be confirmed, title, institution to be confirmed
- Representative to be confirmed, title, institution to be confirmed

SECTION 2


OPPORTUNITIES IN EMERGING MARKETS PRIVATE DEBT

2.1 INTERVIEW: How does the scope for private debt investing vary across Emerging Markets?
- Representative to be confirmed, title, institution to be confirmed

2.2 ROUNDTABLE DEBATE: How does investing in Emerging Markets private debt compare to LP, VC, buyout or secondary?
Moderator:
- Venilia Batista Amorim, Report Publisher, Clear Path Analysis
Panellists:
- Stephan Breban, Head of Private Equity, Dean Wetton Advisory – to be confirmed
- Confirmed: Cliff Speed, Chief Investment Officer, TPT Retirement Solutions
- Representative to be confirmed, title, institution to be confirmed

2.3 WHITE PAPER: title to be confirmed
- Representative to be confirmed, title, CFA Institute

SECTION 3


CURRENCY DEBT: FRIEND OR FOE?

3.1 INTERVIEW: Local currency debt opportunities: how to deploy the asset class into a diversified portfolio?
- Representative to be confirmed, title, institution to be confirmed

3.2 INTERVIEW: Local currency risk: why hedging is important.
- Representative to be confirmed, title, institution to be confirmed

3.3 WHITE PAPER: title to be confirmed
- Representative to be confirmed, Dragon Capital

Dragon Capital

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By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

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All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message