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Emerging markets: finding opportunity in a rapidly changing world

Emerging markets remain one of the most diverse and dynamic areas of the global investment landscape. In this presentation, we explore the key market developments shaping the asset class, our outlook for the opportunities and risks ahead, and how the Rathbone Global Emerging Markets Fund is positioned to capture long-term growth through a disciplined, selective and fundamentally driven investment approach.

Head of Global Emerging Market Equities
Rathbones Asset Management

Tim is the head of global emerging market equities and fund manager. Tim is responsible for overseeing the global emerging market equity strategies at Rathbones Asset Management. He has almost 40 years of investment experience. Before joining Rathbones Asset Management he was Investment Director at GAM, in a similar role, for 12 years. He has also worked as Senior Portfolio Manager, managing long/short emerging market equities at CQS, and Senior Portfolio Manager and Director at Cazenove Capital Management. Earlier in his career he ran portfolios at BlackRock (formerly Merrill Lynch Investment Managers) and HSBC Asset Management (Hong Kong and New York), after which he became Managing Director/Head of EM Research & Strategy of major sell-side positions. Tim is also a Chartered AI analyst.

Investment Analyst
FSSA Investment Managers

Angus Sandison is an Investment Analyst at FSSA investment Managers, part of First Sentier Group. He joined FSSA Investment Managers in 2019 and is responsible for providing research support to the portfolio managers, covering Asia Pacific and Global Emerging Markets equities. He also has a particular interest in responsible investment.

Sales Director
FSSA Investment Managers

E: graham.fox@firstsentier.com

T: +44 (0) 7951 378 231

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