De-Risking Opportunities in Emerging Markets
Investing in emerging and developing markets offers a unique opportunity to generate yield while potentially financing positive social impact. For the first half of the year, emerging markets showed large amounts of volatility. Despite the selloff, some investors are taking bullish outlooks on the investments. What lessons from this year's geopolitical events can we now apply to discover cutting-edge opportunities? When evaluating emerging markets, how do investors calculate political risk, friendly-trade regimes, or effective infrastructure?
Moderator
Jonathan Wheatley
Emerging Markets Editor, Financial Times
Speakers
Ghadir Cooper
Global Head of Equities, Barings
Michał Krupiński
CEO, Bank Pekao SA
Andrew Newington
Partner, Chief Investment Officer and Chief Operating Officer, Actis
Charles Robertson
Global Chief Economist and Head of Macro-Strategy, Renaissance Capital