WEBCASTS
Emerging Markets: The Good, the Bad, and the Great
Three key tailwinds have emerged to support Emerging Market (EM) equities & debt. However, looking at the past 10+ years, EM has underwhelmed US allocators, giving investors pause as they rebuild their international exposure.
SUMMARY
This brief presentation will cover the potential cyclical pivot driving international markets, historical flaws with the asset class, and dynamic ways to navigate EM while avoiding its traditional headwinds and risks. The speakers will cover everything from Argentina reforms, to China stimulus, to the great Indian compounding opportunity - and everything in between.
Key questions we seek to answer:
- How is the current macroeconomic backdrop aligning for Emerging Markets?
- After strong performance from 2000-2010, why has EM broadly underperformed the US over the past decade?
- How can today’s investors do better? How has access improved? And how can you play the asset class to find alpha, diversification, and a US dollar hedge?
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Malcolm Dorson
Senior Portfolio Manager & Head of EM StrategyGlobal X ETFs
Paul Dmitriev
Co-Portfolio Manager & Senior AnalystGlobal X ETFs
Trevor Yates
Investment AnalystGlobal X ETFs
Kirsten Chang
Senior Industry AnalystVettaFi
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