PA Live: A spotlight on emerging markets

Following strong total returns from emerging markets throughout the course of 2026, and their outperformance of developed market counterparts over one and three years, Portfolio Adviser looks at the structural rerating stories behind the gains.

Will emerging market assets continue to shoot the lights out over the long term? If so, why? And, if the party stops, how should EM investors protect themselves?

Why Attend:

* Hear from leading emerging market specialists and market experts
 * Discuss the latest opportunities and challenges across emerging markets
 * Engage directly with speakers and fellow investment professionals
 * Discover practical ideas for income generation and portfolio construction
 * Build valuable connections with senior industry peers
 * Earn accredited CISI CPD points


Keynote

David Rees

Head of Global Economics at Schroders

David Rees is Head of Global Economics at Schroder Investment Management Limited. He joined Schroders in 2020 as an emerging markets economist and was appointed Head of Global Economics in 2025.

David leads a global team of economists covering the world’s major developed and emerging economies, providing forward‑looking macroeconomic analysis and investment insights for fund managers and clients. He is a regular author of thought‑leadership research and frequently appears in global financial media.

Prior to joining Schroders, David worked as an emerging markets economist and strategist at Capital Economics and Huawei in London, and at J. Safra Sarasin in Zurich. He holds degrees in biology, finance and economics from Leeds and Strathclyde universities.

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