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It can be said that the tide has turned for emerging market equities. Post Brexit, markets have largely recovered and volatility fallen. In fact, emerging market equities have continued to rise, outperforming developed markets. A question investors will be asking is if this rally is sustainable, or has this boat already sailed?

The 5th annual Investing in Emerging Market Equities, Europe 2017 report will see pension managers, trustees and asset managers examine key developments in the emerging market outlook; where the investment opportunities lie, how to sustain the rally, spotlighting risk sentiments, how best to manage the funds and a regional focus on Eastern Europe and Asia.

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Examining the re-emergence of emerging market equities to a well-balanced, yield focussed investment plan

SECTION 1

EMERGING MARKET OUTLOOK

1.1 WHITEPAPER: With China’s slow down, low commodity prices, slower global trade, volatility in capital flow, where do the investment opportunities lie?

• Dr Eugene Nivorozhkin, Senior lecturer in Finance, UCL

SECTION 2

SUSTAINING THE RALLY IN EMERGING MARKETS

2.1 ROUNDTABLE: Is now the time to take a risk on emerging markets?

Moderator:

• Noel Hillmann, Managing Director, Clear Path Analysis

Panellists:

• Chetan Ghosh, Chief Investment Officer, Centrica

• Mark Mansley, Chief Investment Officer, Environment Agency Pension Fund

SECTION 3

SPOTLIGHTING RISK SENTIMENTS

3.1 INTERVIEW: What effect will the strengthening U.S. Dollar, the health of European banks, the US elections and Brexit have on emerging markets?

Interviewer:

• Maire McGuire, Publisher, Clear Path Analysis

Interviewee:

• Diego Martinez Burzaco, Head Economist. Inversor Global

SECTION 4

NAVIGATING EMERGING MARKET RISKS

4.1 WHITEPAPER: Riding a new wave

Emerging markets: The new normal

• Geoffrey Wong, Head of Emerging Markets & Asia Pacific Equities, UBS Global Asset Management

4.2 INTERVIEW: How should a fund manager go about identifying then mitigating risk to investments from region to region

Interviewer:

• Maire McGuire, Publisher, Clear Path Analysis

Interviewee:

• Egon Vavrek, Investment Fund Manager,Global Emerging Markets, APG Investment

4.3 WHITE PAPER: Sustainable investing in emerging markets

• Egon Vavrek, Investment Fund Manager,Global Emerging Markets, APG Investment

SECTION 5

REGIONAL FOCUS ON MARKET OPPORTUNITIES

5.1 WHITEPAPER: Hotspot focus in emerging markets in Eastern Europe

• Alexander Plekhanov, Deputy Director of Research, EBRD

Alexander Plekhanov

Deputy Director of Research, EBRD

Chetan Ghosh

Chief Investment Officer, Centrica

Diego Martinez-Burzaco

Head Economist. Inversor Global

Egon Vavrek

Investment Fund Manager,Global Emerging Markets, APG Investment

Dr Eugene Nivorozhkin

Senior lecturer in Finance, UCL

Maire McGuire

Publisher, Clear Path Analysis

Mark Mansley

Chief Investment Officer, Environment Agency Pension Fund

At UBS Asset Management we take a connected approach to helping you answer your global investment challenges. With $645 billion in assets under management we offer a comprehensive range of active and passive investment styles and strategies across both traditional and alternative asset classes and markets designed to meet your needs.

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:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

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