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Emerging Markets

Fireside Chat

EM will only grow in importance

Thoughts on allocation

  • Why a country approach can bring value in emerging markets
  • Are all emerging markets the same? The case for China, India, Brazil and Korea
  • The appeal of ETFs for taking emerging markets country views, and features to take into consideration

Amanda Milling

Senior Investment Manager

Lorem Investment Management

Kwasi Kwarteng

CEO & CIO

Lorem Investment Management
Fireside Chat

EM will only grow in importance

Thoughts on allocation

  • Why a country approach can bring value in emerging markets
  • Are all emerging markets the same? The case for China, India, Brazil and Korea
  • The appeal of ETFs for taking emerging markets country views, and features to take into consideration
Panel Discussion

Chinese government bonds

An emerging source of yield and diversification

  • Liberalisation has opened up the domestic Chinese bond market to overseas investors
  • Credit characteristics and yield potential of CNY bonds
  • Uncorrelated asset class - exploring the diversification advantage
  • The evolving outlook for renminbi

Rishi Sunak

Head of Sovereign Debt

Ipsum Investment Advisory

Robert Buckland

Credit Analyst, EMD

Ipsum Investment Advisory

Oliver Dowden

Director, Wealth Management

Ipsum Investment Advisory

Elizabeth Truss

Senior Fund Manager

Ipsum Investment Advisory
Panel Discussion

Chinese government bonds

An emerging source of yield and diversification

  • Liberalisation has opened up the domestic Chinese bond market to overseas investors
  • Credit characteristics and yield potential of CNY bonds
  • Uncorrelated asset class - exploring the diversification advantage
  • The evolving outlook for renminbi
Presentation

Are you ready for (more) China A-shares?

Ongoing index inclusion and its implications for investors

  • A review of the market classification decision
  • How should investors position for incremental A-share inclusion?
  • Possible impact on the investment landscape
  • Ramifications for emerging market investors

Alistair Jack

Head of Investments

Lorem Asset Management
Presentation

Are you ready for (more) China A-shares?

Ongoing index inclusion and its implications for investors

  • A review of the market classification decision
  • How should investors position for incremental A-share inclusion?
  • Possible impact on the investment landscape
  • Ramifications for emerging market investors
Presentation

The Future of Emerging Markets

Thirty years of evolution since the launch of the first EM index

  • Examining allocations to emerging markets
  • Sources of risk and return in emerging markets
  • The evolving impact of China and India
  • The future of emerging markets

Alok Sharma

Partner & Portfolio Manager

Lorem Capital Management
Presentation

The Future of Emerging Markets

Thirty years of evolution since the launch of the first EM index

  • Examining allocations to emerging markets
  • Sources of risk and return in emerging markets
  • The evolving impact of China and India
  • The future of emerging markets