Speakers and topics
Dazzling in the ring: how EM smaller Companies can produce knockout results
abrdn Emerging Markets Smaller Companies Fund
Osamu will explore the benefits of an allocation to EM smaller companies: diversification, risk reduction and outperformance potential. The lack of sell-side coverage creates a great opportunity for active managers and abrdn's quality-focused investment approach, combined with a strong regional presence, has delivered superior returns for clients over time.
How not to invest in emerging markets
Global Emerging Markets strategy
Naren, co-manager of the FSSA Global Emerging Markets Focus Fund, and Angus, investment analyst, discuss how to navigate investing in emerging markets. They will cover the importance of understanding that franchises may not be all they appear and why governance, sustainability, financials and valuations are not to be ignored.
Income investing in emerging markets
Guinness Emerging Markets Equity Income Fund
Dividend investing has powerful advantages when accessing the diversification and growth that emerging markets offer. As in other regions, dividends provide a strong signal as to the underlying health of emerging market companies. Income, under the fund's approach, is the output of a successful, high-quality company that is generating cash. Mark will explain why this process has successfully steered the portfolio to a part of the market that delivers a particular type of return profile to the end investor.
Responsible returns in a multi-polar world
Polar Capital Emerging Market Stars Fund
Jorry, lead fund manager on the Polar Capital Emerging Market Stars Fund, will share his outlook for emerging market economies in a year when over half the world’s population will have the chance to vote. He will walk through how the fund is positioned, in light of what could be an inflection point for interest rates in key geographies, and will discuss where the team is seeing opportunities across emerging markets.
Hunting for alpha in emerging economies
Ashoka Whiteoak Emerging Markets
Loong will explore the merits of a balanced, diversified and fundamental approach to investing in the emerging markets. He will elaborate on how having a well-resourced team can be a material differentiator when hunting for ideas in Smid cap’s and how Whiteoak’s balanced portfolio construction approach helps cut through the macro noise to allow stock selection to drive returns.