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Emerging opportunities: The case for emerging markets

Insights
by  PH&N Institutional team, L.Bensafi, CFA, P.Kurdyavko, CFA Oct 12, 2023

PH&N Institutional recently partnered with the CFA Societies in Vancouver, Calgary, and Ottawa to deliver the webinar, Emerging opportunities: The case for emerging markets. We are thankful for the opportunity to work with such great partners, and appreciate the interest of all who were able to attend.

After nearly a decade of underwhelming performance, both emerging markets equities (EME) and emerging markets debt (EMD) are looking to regain their leadership over developed markets. Listen to Laurence Bensafi, Deputy Head of RBC Emerging Markets Equity and Portfolio Manager, RBC Global Asset Management (UK) Limited, and Polina Kurdyavko, Managing Director, Head of BlueBay Emerging Markets, BlueBay Senior Portfolio Manager, RBC Global Asset Management (UK) Limited, as they discuss recent developments within emerging markets equities (EME) and emerging markets debt (EMD), considerations associated with investing in the two asset classes from an institutional perspective, and the outlook for emerging markets going forward.

Topics addressed include:

  • Travelling again, advantages of in-person due diligence trips
  • Developments in China and its impact on markets
  • Russia/Ukraine update
  • Regions we believe can be a catalyst for future performance
  • Technological disruption and potential impacts of artificial intelligence

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      Watch time: 1 hour 03 minutes 01 seconds

      Featured speakers:
      • Laurence Bensafi, Deputy Head of RBC Emerging Markets Equity and Portfolio Manager, RBC Global Asset Management (UK) Limited
      • Polina Kurdyavko, Managing Director, Head of BlueBay Emerging Markets, BlueBay Senior Portfolio Manager, RBC Global Asset Management (UK) Limited
      Moderated by:
      • Julie Ducharme, Vice President and Institutional Portfolio Manager, PH&N Institutional