Opportunities in emerging markets have changed over time. In this 30-minute webcast our global emerging market equities portfolio managers will discuss key themes relevant to emerging markets investing today. Topics to be discussed include:
Are traditional drivers of the Emerging Markets investment case such as population growth, rising consumer incomes and productivity enhancements still as relevant today as they were 20 years ago?
Where are the opportunities to generate alpha in emerging markets today? What are the examples of market inefficiencies which prove that active fundamental based investing is relevant in the emerging markets?
What are the implications on Emerging Markets of structurally slower growth in China?
Does the future of EM still depend upon domestic consumption and services?