Name
The Explosive Power of Enhancing Yields with Emerging Market Opportunities
Date & Time
Tuesday, April 21, 2020, 4:15 PM - 5:00 PM
Peter Cashion David Ross Roberta Brzezinski
Description

Although they are more prone to extreme ups and downs, emerging markets as a whole typically grow at a faster pace than developed markets.  In 2019, emerging markets expanded at a rate of 4.9% — more than twice the rate of developed markets.  Technological advances, GDP growth, and demographic shifts are some of the key drivers of transformative change in emerging markets. But not all opportunities are created equal. How can you help clients tap into this growth story while being mindful of the risks? Hear industry veterans weigh in on this debate - and your investment decisions in this most interesting area will be vastly improved!

Discover:
  • What is the rationale and investment thesis for a Canadian investor to have EM exposure?  Conversely, what are the reasons to be cautious on EM?
  • What are the best opportunities and where are they?
  • How to tap into the EM market opportunity – particularly from far afield. The importance of co-investment and investing through funds to tap EM
  • Importance of macro -- and political considerations -- in country selection
  • What are the best choices:  public markets v. private; Credit v. equity
  • ESG and Impact Investing in Emerging Markets

 

Moderator:
Peter Cashion, Chief Investment Officer, Financial Institutions Group, International Finance Corporation
Speakers:
Roberta Brzezinski, Managing Partner, Capitalworks Emerging Markets
David Ross, Managing Director, Capital Markets Group, OPTrust